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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 | $58,225 | $46,599+24.9% | $64,101-9.2% | $75,173-22.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.16% | 26.06%-7.9pp | 33.72%-15.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $5,916 | $1,975+199.5% | $2,749+115.2% | $2,671+121.5% |
| Participant deferral / active EE | $4,661 | $2,837+64.3% | $3,881+20.1% | $4,126+13.0% |
| Admin fee / account holder | $2,423 | $2,956-18.0% | $3,070-21.1% | $5,651-57.1% |