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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 | $41,137 | $54,757-24.9% | $90,287-54.4% | $72,986-43.6% |
| Participation rate | 98.0% | 65.1%+32.9pp | 73.3%+24.8pp | 69.5%+28.6pp |
| Annual return | 20.17% | 30.63%-10.5pp | 78.10%-57.9pp | 81.01%-60.8pp |
| Employer contribution / active EE | $7,329 | $2,092+250.3% | $2,855+156.8% | $2,440+200.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,910 | $3,972-1.5% | $5,351-26.9% | $5,124-23.7% |