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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 | $42,240 | $45,079-6.3% | $69,461-39.2% | $72,983-42.1% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 19.63% | 22.65%-3.0pp | 28.97%-9.3pp | 81.01%-61.4pp |
| Employer contribution / active EE | $3,230 | $2,055+57.2% | $2,779+16.2% | $2,440+32.4% |
| Participant deferral / active EE | $5,017 | $2,603+92.8% | $3,536+41.9% | $3,608+39.1% |
| Admin fee / account holder | $3,709 | $3,056+21.4% | $3,840-3.4% | $5,124-27.6% |