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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 | $29,630 | $91,198-67.5% | $178,503-83.4% | $79,856-62.9% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 17.76% | 24.20%-6.4pp | 151.12%-133.4pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,650 | $3,257-49.3% | $5,011-67.1% | $2,471-33.2% |
| Participant deferral / active EE | $2,022 | $3,237-37.5% | $5,202-61.1% | $3,741-45.9% |
| Admin fee / account holder | $627 | $6,748-90.7% | $13,987-95.5% | $5,306-88.2% |