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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 | $42,628 | $55,453-23.1% | $170,435-75.0% | $62,293-31.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.41% | 21.38%-6.0pp | 205.94%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $658 | $2,164-69.6% | $5,432-87.9% | $2,042-67.8% |
| Participant deferral / active EE | $7,911 | $2,303+243.5% | $4,939+60.2% | $3,169+149.6% |
| Admin fee / account holder | $1,018 | $455+123.6% | $13,881-92.7% | $479+112.3% |