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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 | $18,671 | $85,171-78.1% | $172,753-89.2% | $72,976-74.4% |
| Participation rate | 83.5% | 70.1%+13.4pp | 82.6%+0.9pp | 69.5%+14.0pp |
| Annual return | 18.46% | 27.32%-8.9pp | 803.00%-784.5pp | 81.02%-62.6pp |
| Employer contribution / active EE | $619 | $3,324-81.4% | $5,144-88.0% | $2,440-74.6% |
| Participant deferral / active EE | $1,649 | $3,260-49.4% | $5,198-68.3% | $3,608-54.3% |
| Admin fee / account holder | $1,170 | $5,880-80.1% | $13,956-91.6% | $5,124-77.2% |