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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 | $58,835 | $45,041+30.6% | $63,003-6.6% | $70,131-16.1% |
| Participation rate | 88.5% | 69.5%+18.9pp | 74.8%+13.7pp | 69.5%+18.9pp |
| Annual return | 14.76% | 18.76%-4.0pp | 87.59%-72.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $5,269 | $2,052+156.7% | $2,760+90.9% | $2,342+124.9% |
| Participant deferral / active EE | $3,468 | $2,465+40.7% | $3,329+4.2% | $3,332+4.1% |
| Admin fee / account holder | $5,029 | $2,836+77.4% | $3,600+39.7% | $4,645+8.3% |