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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 | $62,560 | $45,050+38.9% | $63,018-0.7% | $70,126-10.8% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.0pp |
| Annual return | 14.54% | 18.76%-4.2pp | 87.62%-73.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $2,796 | $2,052+36.3% | $2,761+1.3% | $2,343+19.4% |
| Participant deferral / active EE | $2,098 | $2,466-14.9% | $3,330-37.0% | $3,332-37.0% |
| Admin fee / account holder | $2,607 | $2,834-8.0% | $3,601-27.6% | $4,645-43.9% |