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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 | $73,428 | $77,896-5.7% | $134,172-45.3% | $82,448-10.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 17.24% | 18.21%-1.0pp | 25.30%-8.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,911 | $2,159+34.8% | $3,420-14.9% | $2,551+14.1% |
| Participant deferral / active EE | $3,917 | $3,162+23.9% | $4,690-16.5% | $4,139-5.4% |
| Admin fee / account holder | $1,655 | $6,336-73.9% | $12,016-86.2% | $7,234-77.1% |