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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 | $32,126 | $39,125-17.9% | $57,183-43.8% | $62,881-48.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.41% | 9.24%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,817 | $1,874+103.6% | $2,682+42.3% | $2,281+67.3% |
| Participant deferral / active EE | $1,944 | $2,374-18.1% | $3,096-37.2% | $3,203-39.3% |
| Admin fee / account holder | $815 | $2,593-68.6% | $3,139-74.1% | $4,296-81.0% |