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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 | $20,142 | $58,587-65.6% | $83,322-75.8% | $64,173-68.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.96% | 9.65%-13.6pp | 10.64%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,846 | $2,098+35.6% | $3,379-15.8% | $2,381+19.5% |
| Participant deferral / active EE | $2,746 | $4,654-41.0% | $5,565-50.7% | $3,470-20.9% |
| Admin fee / account holder | $1,857 | $9,279-80.0% | $7,540-75.4% | $4,887-62.0% |