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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 | $136,880 | $64,909+110.9% | $82,312+66.3% | $62,293+119.7% |
| Participation rate | 99.1% | 74.9%+24.2pp | 76.9%+22.2pp | 69.5%+29.6pp |
| Annual return | 18.37% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,154 | $1,676+28.5% | $2,428-11.3% | $2,042+5.5% |
| Participant deferral / active EE | $4,676 | $3,103+50.7% | $3,706+26.2% | $3,169+47.5% |
| Admin fee / account holder | $7,391 | $440+1581.3% | $5,608+31.8% | $479+1441.9% |