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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 | $48,277+44.3% | $67,511+3.2% | $80,874-13.8% |
| Participation rate | 77.6% | 66.4%+11.2pp | 72.9%+4.7pp | 67.6%+9.9pp |
| Annual return | 11.44% | 18.27%-6.8pp | 3517.41%-3506.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,377 | $2,021-31.9% | $2,733-49.6% | $2,756-50.0% |
| Participant deferral / active EE | $3,875 | $2,926+32.4% | $4,000-3.1% | $4,297-9.8% |
| Admin fee / account holder | $5,564 | $3,687+50.9% | $3,999+39.1% | $6,935-19.8% |