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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 | $128,842 | $138,385-6.9% | $184,243-30.1% | $80,925+59.2% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 15.13% | 20.02%-4.9pp | 28.82%-13.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $7,674 | $4,851+58.2% | $6,427+19.4% | $2,756+178.4% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $479 | $10,489-95.4% | $13,914-96.6% | $6,940-93.1% |