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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 | $57,004 | $53,901+5.8% | $134,162-57.5% | $73,497-22.4% |
| Participation rate | 79.8% | 62.8%+17.0pp | 72.2%+7.6pp | 70.7%+9.1pp |
| Annual return | 28.28% | 15.82%+12.5pp | 36.35%-8.1pp | 28.51%-0.2pp |
| Employer contribution / active EE | $1,758 | $1,458+20.5% | $3,705-52.6% | $2,270-22.6% |
| Participant deferral / active EE | $2,672 | $2,739-2.4% | $3,500-23.6% | $3,740-28.6% |
| Admin fee / account holder | $14,278 | $581+2359.4% | $6,685+113.6% | $513+2682.8% |