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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 | $62,450 | $71,873-13.1% | $86,698-28.0% | $68,490-8.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 11.89% | 3.54%+8.4pp | 35.96%-24.1pp | -7.85%+19.7pp |
| Employer contribution / active EE | $6,940 | $2,173+219.3% | $2,837+144.6% | $2,597+167.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,933 | $6,110-68.4% | $7,492-74.2% | $5,403-64.2% |