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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 | $20,193 | $65,440-69.1% | $98,506-79.5% | $85,851-76.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.35% | 21.75%-8.4pp | 1494.92%-1481.6pp | 318.63%-305.3pp |
| Employer contribution / active EE | $1,071 | $2,169-50.6% | $2,961-63.8% | $2,565-58.3% |
| Participant deferral / active EE | $2,869 | $3,168-9.4% | $4,277-32.9% | $3,952-27.4% |
| Admin fee / account holder | $5,639 | $4,596+22.7% | $5,955-5.3% | $6,261-9.9% |