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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 | $24,707 | $45,050-45.2% | $63,018-60.8% | $70,126-64.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.12% | 18.76%-6.6pp | 87.62%-75.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,767 | $2,052+34.9% | $2,761+0.2% | $2,343+18.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $884 | $2,834-68.8% | $3,601-75.4% | $4,645-81.0% |