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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 | $13,246 | $75,541-82.5% | $152,093-91.3% | $82,637-84.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.01% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,755 | $2,622-33.1% | $4,175-58.0% | $2,552-31.3% |
| Participant deferral / active EE | $854 | $3,206-73.4% | $5,451-84.3% | $4,126-79.3% |
| Admin fee / account holder | $794 | $6,405-87.6% | $14,497-94.5% | $7,339-89.2% |