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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 | $16,661 | $61,356-72.8% | $149,696-88.9% | $71,511-76.7% |
| Participation rate | 79.8% | 62.5%+17.2pp | 78.8%+1.0pp | 67.9%+11.8pp |
| Annual return | 19.75% | 35.86%-16.1pp | 134.46%-114.7pp | 28.86%-9.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,106 | $2,920-27.9% | $5,682-62.9% | $4,291-50.9% |
| Admin fee / account holder | $1,257 | $1,263-0.5% | $13,212-90.5% | $1,588-20.8% |