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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 | $45,087-32.9% | $69,483-56.4% | $72,976-58.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.42% | 22.67%-7.2pp | 28.99%-13.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $1,960 | $2,055-4.6% | $2,780-29.5% | $2,440-19.7% |
| Participant deferral / active EE | $2,139 | $2,603-17.8% | $3,537-39.5% | $3,608-40.7% |
| Admin fee / account holder | $1,892 | $3,057-38.1% | $3,841-50.7% | $5,124-63.1% |