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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 | $34,898 | $56,544-38.3% | $75,501-53.8% | $70,126-50.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.23% | 23.59%-10.4pp | 27.35%-14.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,543 | $1,817-15.1% | $2,352-34.4% | $2,343-34.1% |
| Participant deferral / active EE | $1,479 | $2,580-42.7% | $3,142-52.9% | $3,332-55.6% |
| Admin fee / account holder | $1,869 | $3,827-51.2% | $5,801-67.8% | $4,645-59.8% |