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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 | $128,529 | $101,778+26.3% | $164,975-22.1% | $80,925+58.8% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.7%+31.2pp |
| Annual return | 26.07% | 16.73%+9.3pp | 70.12%-44.0pp | 35.65%-9.6pp |
| Employer contribution / active EE | $3,651 | $2,954+23.6% | $4,343-15.9% | $2,756+32.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,935 | $8,221-64.3% | $12,688-76.9% | $6,940-57.7% |