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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 | $44,879 | $75,541-40.6% | $152,093-70.5% | $82,637-45.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.19% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,585 | $2,622-1.4% | $4,175-38.1% | $2,552+1.3% |
| Participant deferral / active EE | $6,875 | $3,206+114.5% | $5,451+26.1% | $4,126+66.6% |
| Admin fee / account holder | $6,188 | $6,405-3.4% | $14,497-57.3% | $7,339-15.7% |