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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 | $38,680 | $48,314-19.9% | $67,561-42.7% | $80,925-52.2% |
| Participation rate | 83.7% | 66.4%+17.3pp | 72.9%+10.8pp | 67.7%+16.1pp |
| Annual return | 14.79% | 18.28%-3.5pp | 3525.44%-3510.6pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,358 | $2,022+16.6% | $2,735-13.8% | $2,756-14.5% |
| Participant deferral / active EE | $3,515 | $2,927+20.1% | $4,003-12.2% | $4,299-18.2% |
| Admin fee / account holder | $1,602 | $3,690-56.6% | $4,006-60.0% | $6,940-76.9% |