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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 | $75,343 | $93,598-19.5% | $135,974-44.6% | $75,173+0.2% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 17.70% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $2,636 | $3,538-25.5% | $4,859-45.7% | $2,671-1.3% |
| Participant deferral / active EE | $7,123 | $6,405+11.2% | $7,760-8.2% | $4,126+72.6% |
| Admin fee / account holder | $12,207 | $6,978+74.9% | $10,767+13.4% | $5,651+116.0% |