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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 | $69,674 | $48,337+44.1% | $67,560+3.1% | $80,959-13.9% |
| Participation rate | 77.6% | 66.4%+11.2pp | 72.9%+4.7pp | 67.7%+9.9pp |
| Annual return | 11.44% | 18.26%-6.8pp | 3533.50%-3522.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,377 | $2,023-31.9% | $2,737-49.7% | $2,757-50.1% |
| Participant deferral / active EE | $3,875 | $2,928+32.3% | $4,004-3.2% | $4,300-9.9% |
| Admin fee / account holder | $5,564 | $3,695+50.6% | $3,994+39.3% | $6,925-19.7% |