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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 | $33,531 | $54,541-38.5% | $78,778-57.4% | $70,126-52.2% |
| Participation rate | 92.1% | 60.8%+31.3pp | 69.2%+22.9pp | 69.5%+22.6pp |
| Annual return | 15.85% | 21.07%-5.2pp | 35.62%-19.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,124 | $1,089+3.2% | $1,986-43.4% | $2,343-52.0% |
| Participant deferral / active EE | $2,927 | $2,210+32.5% | $2,958-1.0% | $3,332-12.1% |
| Admin fee / account holder | $1,847 | $3,709-50.2% | $5,134-64.0% | $4,645-60.2% |