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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 | $66,946 | $95,415-29.8% | $185,851-64.0% | $85,851-22.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.35% | 23.59%-8.2pp | 122.11%-106.8pp | 318.63%-303.3pp |
| Employer contribution / active EE | $2,999 | $3,314-9.5% | $5,168-42.0% | $2,565+16.9% |
| Participant deferral / active EE | $3,667 | $3,424+7.1% | $5,569-34.2% | $3,952-7.2% |
| Admin fee / account holder | $1,594 | $7,215-77.9% | $16,245-90.2% | $6,261-74.5% |