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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 | $60,439 | $67,602-10.6% | $82,312-26.6% | $70,126-13.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.11% | 21.57%+6.5pp | 25.88%+2.2pp | 73.15%-45.0pp |
| Employer contribution / active EE | $2,728 | $1,755+55.5% | $2,428+12.4% | $2,343+16.5% |
| Participant deferral / active EE | $5,295 | $2,987+77.3% | $3,706+42.9% | $3,332+58.9% |
| Admin fee / account holder | $2,288 | $4,512-49.3% | $5,608-59.2% | $4,645-50.8% |