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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 | $49,976-9.4% | $66,674-32.1% | $82,637-45.2% |
| Participation rate | 90.5% | 63.1%+27.4pp | 73.7%+16.9pp | 68.1%+22.5pp |
| Annual return | 18.40% | 39.09%-20.7pp | 321.24%-302.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,670 | $1,988-16.0% | $2,620-36.2% | $2,552-34.5% |
| Participant deferral / active EE | $4,169 | $2,847+46.4% | $4,084+2.1% | $4,126+1.0% |
| Admin fee / account holder | $3,005 | $4,594-34.6% | $5,098-41.1% | $7,339-59.1% |