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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 | $24,177 | $59,839-59.6% | $81,991-70.5% | $79,852-69.7% |
| Participation rate | 90.6% | 61.6%+29.0pp | 69.3%+21.4pp | 69.6%+21.0pp |
| Annual return | 17.66% | 17.56%+0.1pp | 41.31%-23.6pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,793 | $2,695-33.5% | $3,722-51.8% | $3,740-52.1% |
| Admin fee / account holder | $954 | $4,287-77.7% | $5,665-83.2% | $5,306-82.0% |