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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 | $81,276+76.1% | $155,574-8.0% | $80,925+76.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 16.46% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,509 | $3,103-19.1% | $4,676-46.3% | $2,756-9.0% |
| Participant deferral / active EE | $3,659 | $3,453+6.0% | $5,629-35.0% | $4,299-14.9% |
| Admin fee / account holder | $7,873 | $7,993-1.5% | $15,914-50.5% | $6,940+13.4% |