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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 | $76,407-41.3% | $150,298-70.1% | $82,448-45.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.19% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,585 | $2,614-1.1% | $4,154-37.8% | $2,551+1.3% |
| Participant deferral / active EE | $6,875 | $3,214+113.9% | $5,453+26.1% | $4,139+66.1% |
| Admin fee / account holder | $6,188 | $6,352-2.6% | $14,116-56.2% | $7,234-14.5% |