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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 | $101,262 | $81,504+24.2% | $102,437-1.1% | $80,959+25.1% |
| Participation rate | 98.9% | 66.9%+32.0pp | 74.5%+24.4pp | 67.7%+31.2pp |
| Annual return | 18.98% | 25.60%-6.6pp | 24.95%-6.0pp | 35.67%-16.7pp |
| Employer contribution / active EE | $4,971 | $3,104+60.2% | $3,871+28.4% | $2,757+80.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,878 | $6,719-72.0% | $8,388-77.6% | $6,925-72.9% |