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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 | $143,149 | $81,233+76.2% | $155,567-8.0% | $80,874+77.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 16.46% | 33.33%-16.9pp | 64.74%-48.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,509 | $3,101-19.1% | $4,674-46.3% | $2,756-8.9% |
| Participant deferral / active EE | $3,659 | $3,452+6.0% | $5,628-35.0% | $4,297-14.8% |
| Admin fee / account holder | $7,873 | $7,998-1.6% | $15,916-50.5% | $6,935+13.5% |