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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 | $101,902 | $60,349+68.9% | $74,184+37.4% | $62,881+62.1% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 7.89% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,876 | $1,680+428.3% | $2,370+274.5% | $2,281+289.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,338 | $4,261-21.7% | $5,586-40.2% | $4,296-22.3% |