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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 | $52,523 | $41,377+26.9% | $109,313-52.0% | $62,881-16.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.26% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $844 | $1,276-33.8% | $3,892-78.3% | $2,281-63.0% |
| Participant deferral / active EE | $2,937 | $2,045+43.6% | $3,166-7.3% | $3,203-8.3% |
| Admin fee / account holder | $2,014 | $2,884-30.2% | $5,666-64.5% | $4,296-53.1% |