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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 | $16,270 | $53,841-69.8% | $75,731-78.5% | $85,851-81.0% |
| Participation rate | 91.2% | 69.0%+22.1pp | 74.8%+16.3pp | 69.3%+21.9pp |
| Annual return | 14.33% | 24.54%-10.2pp | 104.65%-90.3pp | 318.63%-304.3pp |
| Employer contribution / active EE | $2,053 | $2,017+1.8% | $2,743-25.1% | $2,565-20.0% |
| Participant deferral / active EE | $2,237 | $2,895-22.7% | $3,820-41.4% | $3,952-43.4% |
| Admin fee / account holder | $2,720 | $3,340-18.6% | $3,620-24.9% | $6,261-56.6% |