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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 | $22,580 | $73,981-69.5% | $105,754-78.6% | $62,881-64.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 8.23% | 17.60%-9.4pp | 12.25%-4.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,546 | $2,856+24.1% | $4,079-13.1% | $2,281+55.4% |
| Participant deferral / active EE | $2,670 | $4,038-33.9% | $5,326-49.9% | $3,203-16.6% |
| Admin fee / account holder | $619 | $5,976-89.6% | $8,309-92.6% | $4,296-85.6% |