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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 | $82,380 | $46,688+76.5% | $189,758-56.6% | $69,733+18.1% |
| Participation rate | 79.6% | 61.7%+17.9pp | 79.8%-0.2pp | 62.5%+17.2pp |
| Annual return | 14.47% | 14.35%+0.1pp | 52.62%-38.1pp | 15.22%-0.8pp |
| Employer contribution / active EE | $2,842 | $1,695+67.7% | $4,767-40.4% | $2,250+26.3% |
| Participant deferral / active EE | $2,791 | $2,143+30.3% | $5,856-52.3% | $3,054-8.6% |
| Admin fee / account holder | $5,322 | $1,700+213.0% | $20,388-73.9% | $3,102+71.6% |