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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 | $35,346 | $46,596-24.1% | $64,099-44.9% | $75,181-53.0% |
| Participation rate | 93.4% | 65.9%+27.5pp | 72.3%+21.1pp | 67.2%+26.2pp |
| Annual return | 16.57% | 26.04%-9.5pp | 33.70%-17.1pp | 160.69%-144.1pp |
| Employer contribution / active EE | $1,080 | $1,975-45.3% | $2,748-60.7% | $2,671-59.5% |
| Participant deferral / active EE | $2,492 | $2,837-12.2% | $3,881-35.8% | $4,126-39.6% |
| Admin fee / account holder | $553 | $2,954-81.3% | $3,070-82.0% | $5,650-90.2% |