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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 | $122,395 | $75,541+62.0% | $152,093-19.5% | $82,637+48.1% |
| Participation rate | 72.2% | 66.5%+5.6pp | 77.8%-5.6pp | 68.1%+4.1pp |
| Annual return | 14.84% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $3,212 | $2,622+22.5% | $4,175-23.1% | $2,552+25.9% |
| Participant deferral / active EE | $3,338 | $3,206+4.1% | $5,451-38.8% | $4,126-19.1% |
| Admin fee / account holder | $56,604 | $6,405+783.8% | $14,497+290.5% | $7,339+671.3% |