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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 | $38,833 | $117,746-67.0% | $256,809-84.9% | $69,733-44.3% |
| Participation rate | 82.1% | 77.1%+5.0pp | 88.5%-6.5pp | 62.5%+19.6pp |
| Annual return | 17.84% | 18.13%-0.3pp | 32.73%-14.9pp | 15.22%+2.6pp |
| Employer contribution / active EE | $0 | $4,123-100.0% | $7,263-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $3,866 | $5,632-31.4% | $9,520-59.4% | $3,054+26.6% |
| Admin fee / account holder | $7,401 | $4,334+70.8% | $25,146-70.6% | $3,102+138.6% |