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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 | $9,818 | $48,327-79.7% | $67,575-85.5% | $80,935-87.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.90% | 18.31%-0.4pp | 3528.98%-3511.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $2,106 | $2,022+4.1% | $2,736-23.0% | $2,757-23.6% |
| Participant deferral / active EE | $1,365 | $2,927-53.4% | $4,003-65.9% | $4,299-68.2% |
| Admin fee / account holder | $603 | $3,692-83.7% | $3,993-84.9% | $6,924-91.3% |