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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 | $51,812 | $39,132+32.4% | $57,196-9.4% | $62,881-17.6% |
| Participation rate | 96.2% | 70.5%+25.7pp | 75.3%+20.9pp | 69.3%+26.9pp |
| Annual return | 6.18% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,069 | $1,874-43.0% | $2,683-60.2% | $2,281-53.1% |
| Participant deferral / active EE | $2,689 | $2,374+13.3% | $3,096-13.1% | $3,203-16.0% |
| Admin fee / account holder | $6,284 | $2,594+142.3% | $3,141+100.1% | $4,296+46.3% |