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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 | $81,913 | $99,875-18.0% | $146,866-44.2% | $86,983-5.8% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.5%+5.8pp | 69.5%+18.8pp |
| Annual return | 20.28% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.5pp |
| Employer contribution / active EE | $2,704 | $3,224-16.1% | $4,425-38.9% | $2,584+4.6% |
| Participant deferral / active EE | $7,988 | $6,322+26.3% | $7,759+3.0% | $4,194+90.5% |
| Admin fee / account holder | $2,256 | $7,838-71.2% | $13,620-83.4% | $7,856-71.3% |