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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 | $18,775 | $77,920-75.9% | $149,723-87.5% | $75,177-75.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.56% | 31.72%-14.2pp | 134.50%-116.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $3,625 | $3,138+15.5% | $4,821-24.8% | $2,671+35.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,251 | $5,951-45.4% | $13,215-75.4% | $5,651-42.5% |