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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,787 | $48,432-22.0% | $121,210-68.8% | $71,529-47.2% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 19.28% | 23.28%-4.0pp | 987.41%-968.1pp | 28.97%-9.7pp |
| Employer contribution / active EE | $2,796 | $1,493+87.3% | $4,171-33.0% | $2,590+8.0% |
| Participant deferral / active EE | $3,013 | $2,756+9.3% | $4,084-26.2% | $4,291-29.8% |
| Admin fee / account holder | $1,057 | $1,845-42.7% | $5,647-81.3% | $1,588-33.5% |