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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 | $65,633 | $58,577+12.0% | $83,323-21.2% | $64,181+2.3% |
| Participation rate | 95.5% | 72.0%+23.4pp | 77.8%+17.7pp | 69.6%+25.9pp |
| Annual return | -4.11% | 9.65%-13.8pp | 10.63%-14.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,167 | $2,098+50.9% | $3,379-6.3% | $2,381+33.0% |
| Participant deferral / active EE | $3,959 | $4,654-14.9% | $5,565-28.9% | $3,470+14.1% |
| Admin fee / account holder | $2,169 | $9,275-76.6% | $7,539-71.2% | $4,887-55.6% |