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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 | $58,290 | $93,617-37.7% | $135,982-57.1% | $75,177-22.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.41% | 30.89%-5.5pp | 68.32%-42.9pp | 160.75%-135.3pp |
| Employer contribution / active EE | $1,755 | $3,538-50.4% | $4,859-63.9% | $2,671-34.3% |
| Participant deferral / active EE | $3,911 | $6,406-39.0% | $7,760-49.6% | $4,126-5.2% |
| Admin fee / account holder | $950 | $6,980-86.4% | $10,767-91.2% | $5,651-83.2% |