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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 | $58,821 | $76,696-23.3% | $96,515-39.1% | $71,511-17.7% |
| Participation rate | 99.0% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 60.94% | 48.32%+12.6pp | 35.73%+25.2pp | 28.86%+32.1pp |
| Employer contribution / active EE | $2,478 | $3,032-18.3% | $3,740-33.7% | $2,589-4.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,364 | $2,030-32.8% | $6,735-79.7% | $1,588-14.1% |