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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 | $40,589 | $43,423-6.5% | $78,676-48.4% | $55,167-26.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 13.79% | 11.53%+2.3pp | 62.19%-48.4pp | 169.23%-155.4pp |
| Employer contribution / active EE | $2,176 | $1,997+9.0% | $2,850-23.7% | $1,963+10.9% |
| Participant deferral / active EE | $3,578 | $2,509+42.6% | $3,517+1.8% | $3,054+17.2% |
| Admin fee / account holder | $643 | $416+54.5% | $4,510-85.7% | $504+27.6% |