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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 | $66,705 | $91,474-27.1% | $135,982-50.9% | $71,529-6.7% |
| Participation rate | 88.9% | 75.7%+13.2pp | 81.9%+7.0pp | 67.9%+21.0pp |
| Annual return | 19.84% | 29.89%-10.1pp | 68.32%-48.5pp | 28.97%-9.1pp |
| Employer contribution / active EE | $1,389 | $3,705-62.5% | $4,859-71.4% | $2,590-46.4% |
| Participant deferral / active EE | $4,224 | $7,095-40.5% | $7,760-45.6% | $4,291-1.6% |
| Admin fee / account holder | $4,982 | $1,267+293.1% | $10,767-53.7% | $1,588+213.6% |