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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 | $45,075 | $43,730+3.1% | $121,220-62.8% | $64,173-29.8% |
| Participation rate | 82.3% | 58.3%+23.9pp | 71.8%+10.5pp | 69.6%+12.7pp |
| Annual return | 12.02% | 68.94%-56.9pp | 16.94%-4.9pp | 7.63%+4.4pp |
| Employer contribution / active EE | $2,341 | $1,297+80.5% | $4,023-41.8% | $2,381-1.7% |
| Participant deferral / active EE | $4,601 | $2,281+101.7% | $3,345+37.5% | $3,470+32.6% |
| Admin fee / account holder | $3,440 | $3,502-1.8% | $5,021-31.5% | $4,887-29.6% |