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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 | $30,273 | $45,079-32.8% | $69,461-56.4% | $72,986-58.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.42% | 22.65%-7.2pp | 28.97%-13.5pp | 81.01%-65.6pp |
| Employer contribution / active EE | $1,960 | $2,055-4.6% | $2,779-29.5% | $2,440-19.7% |
| Participant deferral / active EE | $2,139 | $2,603-17.8% | $3,536-39.5% | $3,607-40.7% |
| Admin fee / account holder | $1,892 | $3,056-38.1% | $3,840-50.7% | $5,124-63.1% |