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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 | $36,804 | $56,894-35.3% | $84,753-56.6% | $62,881-41.5% |
| Participation rate | 98.9% | 68.5%+30.4pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 28.31% | 6.30%+22.0pp | 22.78%+5.5pp | 20.14%+8.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $655 | $3,581-81.7% | $5,333-87.7% | $4,296-84.7% |