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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 | $47,014 | $81,331-42.2% | $155,534-69.8% | $80,935-41.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.44% | 33.37%-15.9pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,658 | $3,105-46.6% | $4,675-64.5% | $2,757-39.9% |
| Participant deferral / active EE | $1,131 | $3,454-67.2% | $5,630-79.9% | $4,299-73.7% |
| Admin fee / account holder | $4,823 | $7,999-39.7% | $15,900-69.7% | $6,924-30.4% |