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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 | $86,428 | $77,814+11.1% | $158,223-45.4% | $86,983-0.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.95% | 30.54%-17.6pp | 52.09%-39.1pp | 25.83%-12.9pp |
| Employer contribution / active EE | $3,869 | $2,592+49.3% | $4,109-5.8% | $2,584+49.7% |
| Participant deferral / active EE | $4,733 | $3,270+44.8% | $5,467-13.4% | $4,194+12.9% |
| Admin fee / account holder | $2,695 | $5,879-54.2% | $16,047-83.2% | $7,856-65.7% |