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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 | $26,166 | $45,050-41.9% | $63,018-58.5% | $70,126-62.7% |
| Participation rate | 77.0% | 69.5%+7.5pp | 74.8%+2.2pp | 69.5%+7.5pp |
| Annual return | 14.21% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,024 | $2,052-50.1% | $2,761-62.9% | $2,343-56.3% |
| Participant deferral / active EE | $1,020 | $2,466-58.6% | $3,330-69.4% | $3,332-69.4% |
| Admin fee / account holder | $979 | $2,834-65.4% | $3,601-72.8% | $4,645-78.9% |