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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 | $81,446+24.3% | $103,374-2.0% | $80,874+25.2% |
| Participation rate | 98.9% | 66.9%+32.0pp | 74.5%+24.4pp | 67.6%+31.2pp |
| Annual return | 18.98% | 25.57%-6.6pp | 24.89%-5.9pp | 35.62%-16.6pp |
| Employer contribution / active EE | $4,971 | $3,107+60.0% | $3,869+28.5% | $2,756+80.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,878 | $6,715-72.0% | $8,394-77.6% | $6,935-72.9% |