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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 | $23,750 | $91,179-74.0% | $178,499-86.7% | $79,852-70.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.71% | 24.19%-11.5pp | 151.10%-138.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,404 | $3,256-56.9% | $5,011-72.0% | $2,471-43.2% |
| Participant deferral / active EE | $2,954 | $3,236-8.7% | $5,202-43.2% | $3,740-21.0% |
| Admin fee / account holder | $2,690 | $6,749-60.1% | $13,986-80.8% | $5,306-49.3% |