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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 | $31,927 | $52,467-39.1% | $57,196-44.2% | $55,167-42.1% |
| Participation rate | 71.8% | 75.8%-4.1pp | 75.3%-3.6pp | 69.0%+2.8pp |
| Annual return | 14.77% | 7.72%+7.1pp | 14.59%+0.2pp | 169.23%-154.5pp |
| Employer contribution / active EE | $3,392 | $2,477+36.9% | $2,683+26.4% | $1,963+72.8% |
| Participant deferral / active EE | $7,045 | $2,830+148.9% | $3,096+127.5% | $3,054+130.7% |
| Admin fee / account holder | $2,797 | $269+939.6% | $3,141-10.9% | $504+455.1% |