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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 | $23,735 | $54,763-56.7% | $90,324-73.7% | $72,976-67.5% |
| Participation rate | 85.2% | 65.2%+20.1pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 18.87% | 30.63%-11.8pp | 78.15%-59.3pp | 81.02%-62.1pp |
| Employer contribution / active EE | $824 | $2,093-60.6% | $2,856-71.2% | $2,440-66.2% |
| Participant deferral / active EE | $1,546 | $2,887-46.5% | $3,885-60.2% | $3,608-57.2% |
| Admin fee / account holder | $1,835 | $3,973-53.8% | $5,356-65.7% | $5,124-64.2% |