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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 | $88,583 | $49,249+79.9% | $70,476+25.7% | $79,852+10.9% |
| Participation rate | 91.5% | 69.2%+22.3pp | 75.1%+16.4pp | 69.6%+21.8pp |
| Annual return | 14.87% | 30.09%-15.2pp | 109.12%-94.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,490 | $2,100-29.1% | $2,738-45.6% | $2,471-39.7% |
| Participant deferral / active EE | $2,192 | $2,769-20.8% | $3,710-40.9% | $3,740-41.4% |
| Admin fee / account holder | $3,889 | $2,878+35.1% | $3,847+1.1% | $5,306-26.7% |