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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 | $45,299 | $51,638-12.3% | $68,368-33.7% | $82,448-45.1% |
| Participation rate | 90.5% | 63.6%+26.9pp | 73.8%+16.8pp | 68.1%+22.5pp |
| Annual return | 18.40% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,670 | $2,047-18.4% | $2,649-36.9% | $2,551-34.5% |
| Participant deferral / active EE | $4,169 | $2,914+43.1% | $4,123+1.1% | $4,139+0.7% |
| Admin fee / account holder | $3,005 | $4,643-35.3% | $5,150-41.6% | $7,234-58.5% |