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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 | $81,276-31.3% | $155,574-64.1% | $80,925-31.0% |
| Participation rate | 75.6% | 66.2%+9.4pp | 78.2%-2.6pp | 67.7%+8.0pp |
| Annual return | 13.31% | 33.36%-20.0pp | 64.87%-51.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,159 | $3,103+1.8% | $4,676-32.4% | $2,756+14.6% |
| Participant deferral / active EE | $2,708 | $3,453-21.6% | $5,629-51.9% | $4,299-37.0% |
| Admin fee / account holder | $7,194 | $7,993-10.0% | $15,914-54.8% | $6,940+3.7% |