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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 | $49,375 | $54,541-9.5% | $78,778-37.3% | $70,126-29.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 13.09% | 21.07%-8.0pp | 35.62%-22.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $3,365 | $1,089+209.1% | $1,986+69.5% | $2,343+43.6% |
| Participant deferral / active EE | $1,656 | $2,210-25.1% | $2,958-44.0% | $3,332-50.3% |
| Admin fee / account holder | $3,405 | $3,709-8.2% | $5,134-33.7% | $4,645-26.7% |