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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 | $29,100 | $45,050-35.4% | $63,018-53.8% | $70,126-58.5% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 15.91% | 18.76%-2.9pp | 87.62%-71.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,431 | $2,052-30.3% | $2,761-48.2% | $2,343-38.9% |
| Participant deferral / active EE | $2,935 | $2,466+19.0% | $3,330-11.8% | $3,332-11.9% |
| Admin fee / account holder | $1,978 | $2,834-30.2% | $3,601-45.1% | $4,645-57.4% |