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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 | $88,668 | $49,236+80.1% | $70,455+25.9% | $79,860+11.0% |
| Participation rate | 98.9% | 69.2%+29.8pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 18.43% | 30.07%-11.6pp | 109.06%-90.6pp | 31.72%-13.3pp |
| Employer contribution / active EE | $2,878 | $2,100+37.1% | $2,737+5.2% | $2,471+16.5% |
| Participant deferral / active EE | $4,006 | $2,769+44.7% | $3,709+8.0% | $3,740+7.1% |
| Admin fee / account holder | $9,965 | $2,877+246.3% | $3,845+159.2% | $5,306+87.8% |