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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 | $43,496+89.4% | $161,489-49.0% | $64,340+28.0% |
| Participation rate | 79.6% | 53.5%+26.1pp | 78.7%+0.9pp | 55.2%+24.4pp |
| Annual return | 14.47% | 20.76%-6.3pp | 89.72%-75.2pp | 24.14%-9.7pp |
| Employer contribution / active EE | $2,842 | $1,431+98.6% | $4,268-33.4% | $1,862+52.7% |
| Participant deferral / active EE | $2,791 | $1,996+39.9% | $5,630-50.4% | $2,980-6.3% |
| Admin fee / account holder | $5,322 | $2,330+128.4% | $16,006-66.7% | $3,703+43.7% |