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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 | $30,624 | $61,391-50.1% | $149,723-79.5% | $71,529-57.2% |
| Participation rate | 96.5% | 62.5%+34.0pp | 78.8%+17.7pp | 67.9%+28.6pp |
| Annual return | 36.06% | 35.88%+0.2pp | 134.50%-98.4pp | 28.97%+7.1pp |
| Employer contribution / active EE | $2,076 | $2,384-12.9% | $4,821-56.9% | $2,590-19.8% |
| Participant deferral / active EE | $6,749 | $2,921+131.1% | $5,682+18.8% | $4,291+57.3% |
| Admin fee / account holder | $1,975 | $1,264+56.2% | $13,215-85.1% | $1,588+24.3% |