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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 | $37,907 | $91,179-58.4% | $178,499-78.8% | $79,852-52.5% |
| Participation rate | 93.8% | 69.2%+24.6pp | 81.9%+11.9pp | 69.6%+24.2pp |
| Annual return | 18.08% | 24.19%-6.1pp | 151.10%-133.0pp | 31.72%-13.6pp |
| Employer contribution / active EE | $2,807 | $3,256-13.8% | $5,011-44.0% | $2,471+13.6% |
| Participant deferral / active EE | $1,832 | $3,236-43.4% | $5,202-64.8% | $3,740-51.0% |
| Admin fee / account holder | $6,189 | $6,749-8.3% | $13,986-55.7% | $5,306+16.6% |