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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 | $40,697 | $91,179-55.4% | $178,499-77.2% | $79,852-49.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.04% | 24.19%+0.8pp | 151.10%-126.1pp | 31.72%-6.7pp |
| Employer contribution / active EE | $1,368 | $3,256-58.0% | $5,011-72.7% | $2,471-44.6% |
| Participant deferral / active EE | $2,990 | $3,236-7.6% | $5,202-42.5% | $3,740-20.1% |
| Admin fee / account holder | $871 | $6,749-87.1% | $13,986-93.8% | $5,306-83.6% |