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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 | $22,035 | $61,356-64.1% | $149,696-85.3% | $71,511-69.2% |
| Participation rate | 85.5% | 62.5%+22.9pp | 78.8%+6.7pp | 67.9%+17.5pp |
| Annual return | 18.46% | 35.86%-17.4pp | 134.46%-116.0pp | 28.86%-10.4pp |
| Employer contribution / active EE | $739 | $2,382-69.0% | $4,821-84.7% | $2,589-71.5% |
| Participant deferral / active EE | $2,201 | $2,920-24.6% | $5,682-61.3% | $4,291-48.7% |
| Admin fee / account holder | $3,430 | $1,263+171.6% | $13,212-74.0% | $1,588+116.0% |