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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 | $59,709 | $43,344+37.8% | $59,899-0.3% | $64,173-7.0% |
| Participation rate | 98.7% | 69.2%+29.5pp | 74.7%+24.0pp | 69.6%+29.1pp |
| Annual return | -5.33% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,565 | $2,030+75.7% | $2,723+30.9% | $2,381+49.8% |
| Participant deferral / active EE | $4,879 | $2,547+91.5% | $3,402+43.4% | $3,470+40.6% |
| Admin fee / account holder | $4,021 | $3,008+33.7% | $3,592+11.9% | $4,887-17.7% |