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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 | $18,841 | $69,590-72.9% | $136,867-86.2% | $94,015-80.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 16.68% | 19.62%-2.9pp | 42.97%-26.3pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,767 | $2,396-26.2% | $3,547-50.2% | $2,790-36.7% |
| Participant deferral / active EE | $2,557 | $3,437-25.6% | $4,924-48.1% | $4,249-39.8% |
| Admin fee / account holder | $2,140 | $8,912-76.0% | $10,340-79.3% | $8,951-76.1% |