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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 | $36,278 | $102,065-64.5% | $453,569-92.0% | $85,847-57.7% |
| Participation rate | 98.8% | 72.4%+26.4pp | 78.0%+20.8pp | 69.3%+29.5pp |
| Annual return | 21.26% | 25.44%-4.2pp | 64.43%-43.2pp | 318.61%-297.3pp |
| Employer contribution / active EE | $2,024 | $2,852-29.0% | $4,072-50.3% | $2,565-21.1% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $649 | $5,717-88.7% | $11,214-94.2% | $6,261-89.6% |