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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 | $41,902 | $110,083-61.9% | $151,645-72.4% | $68,490-38.8% |
| Participation rate | 98.9% | 84.0%+14.9pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | 7.99% | -10.12%+18.1pp | 3.34%+4.7pp | -7.85%+15.8pp |
| Employer contribution / active EE | $2,765 | $4,470-38.1% | $6,165-55.1% | $2,597+6.5% |
| Participant deferral / active EE | $5,052 | $6,526-22.6% | $8,363-39.6% | $4,028+25.4% |
| Admin fee / account holder | $2,242 | $7,718-71.0% | $11,614-80.7% | $5,403-58.5% |