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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 | $58,165 | $48,314+20.4% | $67,561-13.9% | $80,925-28.1% |
| Participation rate | 96.9% | 66.4%+30.5pp | 72.9%+24.0pp | 67.7%+29.3pp |
| Annual return | 12.99% | 18.28%-5.3pp | 3525.44%-3512.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,295 | $2,022-36.0% | $2,735-52.6% | $2,756-53.0% |
| Participant deferral / active EE | $3,875 | $2,927+32.4% | $4,003-3.2% | $4,299-9.8% |
| Admin fee / account holder | $3,120 | $3,690-15.4% | $4,006-22.1% | $6,940-55.0% |