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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 | $81,358+75.9% | $155,556-8.0% | $80,959+76.8% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 16.46% | 33.39%-16.9pp | 64.84%-48.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,509 | $3,106-19.2% | $4,675-46.3% | $2,757-9.0% |
| Participant deferral / active EE | $3,659 | $3,455+5.9% | $5,631-35.0% | $4,300-14.9% |
| Admin fee / account holder | $7,873 | $7,994-1.5% | $15,885-50.4% | $6,925+13.7% |