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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 | $60,124 | $45,082+33.4% | $69,464-13.4% | $72,975-17.6% |
| Participation rate | 79.3% | 68.5%+10.8pp | 74.6%+4.7pp | 69.5%+9.8pp |
| Annual return | 6.72% | 22.66%-15.9pp | 28.98%-22.3pp | 81.01%-74.3pp |
| Employer contribution / active EE | $2,307 | $2,055+12.3% | $2,779-17.0% | $2,440-5.4% |
| Participant deferral / active EE | $3,112 | $2,604+19.5% | $3,536-12.0% | $3,608-13.7% |
| Admin fee / account holder | $1,919 | $3,057-37.2% | $3,840-50.0% | $5,124-62.5% |