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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 | $31,780 | $67,411-52.9% | $91,004-65.1% | $70,126-54.7% |
| Participation rate | 97.9% | 71.4%+26.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 18.03% | -40.16%+58.2pp | 4.60%+13.4pp | 73.15%-55.1pp |
| Employer contribution / active EE | $3,378 | $1,786+89.1% | $2,456+37.6% | $2,343+44.2% |
| Participant deferral / active EE | $2,872 | $2,823+1.7% | $3,548-19.0% | $3,332-13.8% |
| Admin fee / account holder | $1,212 | $4,236-71.4% | $5,417-77.6% | $4,645-73.9% |