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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 | $69,358 | $98,766-29.8% | $149,730-53.7% | $79,852-13.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.70%-259.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $2,254 | $3,217-29.9% | $4,645-51.5% | $2,471-8.8% |
| Participant deferral / active EE | $4,280 | $5,681-24.7% | $6,843-37.4% | $3,740+14.4% |
| Admin fee / account holder | $4,672 | $6,052-22.8% | $9,310-49.8% | $5,306-11.9% |