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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 | $28,537 | $45,343-37.1% | $150,298-81.0% | $67,986-58.0% |
| Participation rate | 73.1% | 51.9%+21.3pp | 77.8%-4.6pp | 57.2%+15.9pp |
| Annual return | 18.82% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $1,182 | $1,462-19.2% | $4,154-71.6% | $2,019-41.5% |
| Participant deferral / active EE | $1,058 | $2,055-48.5% | $5,453-80.6% | $3,358-68.5% |
| Admin fee / account holder | $468 | $2,250-79.2% | $14,116-96.7% | $3,203-85.4% |