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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 | $45,971 | $49,249-6.7% | $70,476-34.8% | $79,852-42.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.35% | 30.09%-15.7pp | 109.12%-94.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $3,243 | $2,100+54.4% | $2,738+18.4% | $2,471+31.2% |
| Participant deferral / active EE | $4,767 | $2,769+72.2% | $3,710+28.5% | $3,740+27.4% |
| Admin fee / account holder | $2,793 | $2,878-3.0% | $3,847-27.4% | $5,306-47.4% |