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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 | $55,824 | $81,358-31.4% | $155,556-64.1% | $80,959-31.0% |
| Participation rate | 75.6% | 66.3%+9.4pp | 78.2%-2.6pp | 67.7%+8.0pp |
| Annual return | 13.31% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,159 | $3,106+1.7% | $4,675-32.4% | $2,757+14.6% |
| Participant deferral / active EE | $2,708 | $3,455-21.6% | $5,631-51.9% | $4,300-37.0% |
| Admin fee / account holder | $7,194 | $7,994-10.0% | $15,885-54.7% | $6,925+3.9% |