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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 | $77,814-42.3% | $158,223-71.6% | $86,983-48.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 17.19% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $2,585 | $2,592-0.3% | $4,109-37.1% | $2,5840% |
| Participant deferral / active EE | $6,875 | $3,270+110.3% | $5,467+25.8% | $4,194+63.9% |
| Admin fee / account holder | $6,188 | $5,879+5.3% | $16,047-61.4% | $7,856-21.2% |