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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 | $21,215 | $77,901-72.8% | $149,717-85.8% | $75,181-71.8% |
| Participation rate | 73.6% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.4pp |
| Annual return | 15.64% | 31.73%-16.1pp | 134.41%-118.8pp | 160.69%-145.0pp |
| Employer contribution / active EE | $1,764 | $3,137-43.8% | $4,820-63.4% | $2,671-34.0% |
| Participant deferral / active EE | $3,802 | $3,411+11.5% | $5,682-33.1% | $4,126-7.8% |
| Admin fee / account holder | $416 | $5,949-93.0% | $13,213-96.9% | $5,650-92.6% |