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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 | $55,775 | $48,337+15.4% | $67,560-17.4% | $80,959-31.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.05% | 18.26%-6.2pp | 3533.50%-3521.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,451 | $2,023+21.2% | $2,737-10.4% | $2,757-11.1% |
| Participant deferral / active EE | $3,238 | $2,928+10.6% | $4,004-19.1% | $4,300-24.7% |
| Admin fee / account holder | $1,211 | $3,695-67.2% | $3,994-69.7% | $6,925-82.5% |