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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 | $101,308 | $50,385+101.1% | $75,501+34.2% | $62,293+62.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 19.64% | 19.90%-0.3pp | 27.35%-7.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $739 | $1,537-51.9% | $2,352-68.6% | $2,042-63.8% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $541 | $384+40.9% | $5,801-90.7% | $479+12.9% |