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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 | $22,789 | $75,962-70.0% | $154,111-85.2% | $64,173-64.5% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | 4.13% | 30.32%-26.2pp | 735.18%-731.0pp | 7.63%-3.5pp |
| Employer contribution / active EE | $1,587 | $3,350-52.6% | $5,298-70.0% | $2,381-33.3% |
| Participant deferral / active EE | $2,945 | $3,175-7.2% | $5,081-42.0% | $3,470-15.1% |
| Admin fee / account holder | $1,345 | $5,589-75.9% | $13,411-90.0% | $4,887-72.5% |