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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 | $79,808 | $97,550-18.2% | $120,344-33.7% | $87,485-8.8% |
| Participation rate | 90.3% | 72.8%+17.5pp | 76.7%+13.6pp | 68.9%+21.4pp |
| Annual return | 15.17% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,251 | $2,291-1.7% | $3,020-25.5% | $2,596-13.3% |
| Participant deferral / active EE | $3,644 | $4,230-13.8% | $5,135-29.0% | $4,274-14.7% |
| Admin fee / account holder | $3,385 | $9,543-64.5% | $12,742-73.4% | $7,775-56.5% |