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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 | $50,303 | $88,360-43.1% | $145,433-65.4% | $67,986-26.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 16.26% | 63.15%-46.9pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $3,234 | $3,054+5.9% | $4,554-29.0% | $2,019+60.2% |
| Participant deferral / active EE | $5,117 | $5,932-13.7% | $7,897-35.2% | $3,358+52.4% |
| Admin fee / account holder | $3,104 | $3,313-6.3% | $13,129-76.4% | $3,203-3.1% |