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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 | $20,277 | $63,433-68.0% | $63,803-68.2% | $64,097-68.4% |
| Participation rate | 73.8% | 65.0%+8.8pp | 72.7%+1.1pp | 55.2%+18.6pp |
| Annual return | 15.98% | 20.74%-4.8pp | 543.72%-527.7pp | 34.64%-18.7pp |
| Employer contribution / active EE | $2,507 | $2,332+7.5% | $2,532-1.0% | $1,891+32.5% |
| Participant deferral / active EE | $1,201 | $3,119-61.5% | $3,843-68.7% | $3,080-61.0% |
| Admin fee / account holder | $2,851 | $1,489+91.4% | $5,196-45.1% | $3,454-17.5% |