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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 | $62,215 | $80,983-23.2% | $96,544-35.6% | $75,177-17.2% |
| Participation rate | 87.3% | 71.8%+15.5pp | 76.0%+11.3pp | 67.2%+20.1pp |
| Annual return | 21.48% | 27.05%-5.6pp | 25.88%-4.4pp | 160.75%-139.3pp |
| Employer contribution / active EE | $2,322 | $2,282+1.7% | $2,966-21.7% | $2,671-13.1% |
| Participant deferral / active EE | $2,860 | $3,929-27.2% | $4,851-41.1% | $4,126-30.7% |
| Admin fee / account holder | $4,475 | $6,717-33.4% | $8,254-45.8% | $5,651-20.8% |