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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 | $96,597 | $77,472+24.7% | $100,415-3.8% | $80,959+19.3% |
| Participation rate | 76.6% | 76.9%-0.4pp | 81.5%-4.9pp | 67.7%+8.9pp |
| Annual return | 21.94% | 37.26%-15.3pp | 49.47%-27.5pp | 35.67%-13.7pp |
| Employer contribution / active EE | $4,807 | $2,800+71.7% | $3,943+21.9% | $2,757+74.4% |
| Participant deferral / active EE | $8,925 | $6,818+30.9% | $8,091+10.3% | $4,300+107.6% |
| Admin fee / account holder | $17,267 | $5,885+193.4% | $7,906+118.4% | $6,925+149.3% |