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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 | $11,263 | $24,811-54.6% | $69,701-83.8% | $74,546-84.9% |
| Participation rate | 80.7% | 63.5%+17.2pp | 66.4%+14.3pp | 67.2%+13.5pp |
| Annual return | 16.29% | 18.53%-2.2pp | 100.32%-84.0pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $428 | $1,003-57.3% | $1,713-75.0% | $2,624-83.7% |
| Participant deferral / active EE | $1,596 | $1,904-16.2% | $2,887-44.7% | $4,347-63.3% |
| Admin fee / account holder | $1,113 | $1,898-41.4% | $4,717-76.4% | $1,944-42.7% |