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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 | $22,159 | $77,920-71.6% | $149,723-85.2% | $75,177-70.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.52% | 31.72%-16.2pp | 134.50%-119.0pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,413 | $3,411-29.3% | $5,682-57.5% | $4,126-41.5% |
| Admin fee / account holder | $2,817 | $5,951-52.7% | $13,215-78.7% | $5,651-50.2% |