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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 | $49,670 | $39,132+26.9% | $57,196-13.2% | $62,881-21.0% |
| Participation rate | 98.9% | 70.5%+28.4pp | 75.3%+23.6pp | 69.3%+29.6pp |
| Annual return | 7.80% | 9.24%-1.4pp | 14.59%-6.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,995 | $1,874+6.4% | $2,683-25.7% | $2,281-12.6% |
| Participant deferral / active EE | $3,940 | $2,374+65.9% | $3,096+27.3% | $3,203+23.0% |
| Admin fee / account holder | $14,136 | $2,594+444.9% | $3,141+350.1% | $4,296+229.1% |