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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 | $101,417 | $45,082+125.0% | $69,464+46.0% | $72,975+39.0% |
| Participation rate | 96.5% | 68.5%+28.0pp | 74.6%+21.9pp | 69.5%+27.0pp |
| Annual return | 21.67% | 22.66%-1.0pp | 28.98%-7.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $4,418 | $2,055+115.0% | $2,779+59.0% | $2,440+81.1% |
| Participant deferral / active EE | $4,993 | $2,604+91.8% | $3,536+41.2% | $3,608+38.4% |
| Admin fee / account holder | $1,922 | $3,057-37.1% | $3,840-50.0% | $5,124-62.5% |