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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 | $48,327+20.4% | $67,575-13.9% | $80,935-28.1% |
| Participation rate | 96.9% | 66.4%+30.5pp | 72.9%+24.0pp | 67.7%+29.3pp |
| Annual return | 12.99% | 18.31%-5.3pp | 3528.98%-3516.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,295 | $2,022-36.0% | $2,736-52.7% | $2,757-53.0% |
| Participant deferral / active EE | $3,875 | $2,927+32.4% | $4,003-3.2% | $4,299-9.9% |
| Admin fee / account holder | $3,120 | $3,692-15.5% | $3,993-21.9% | $6,924-54.9% |