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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 | $29,096 | $45,050-35.4% | $63,018-53.8% | $70,126-58.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.88% | 18.76%-4.9pp | 87.62%-73.7pp | 73.15%-59.3pp |
| Employer contribution / active EE | $3,067 | $2,052+49.5% | $2,761+11.1% | $2,343+30.9% |
| Participant deferral / active EE | $3,439 | $2,466+39.5% | $3,330+3.3% | $3,332+3.2% |
| Admin fee / account holder | $1,604 | $2,834-43.4% | $3,601-55.5% | $4,645-65.5% |