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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 | $41,016+100.9% | $152,093-45.8% | $64,097+28.5% |
| Participation rate | 79.6% | 51.3%+28.3pp | 77.8%+1.9pp | 55.2%+24.5pp |
| Annual return | 14.47% | 39.60%-25.1pp | 66.36%-51.9pp | 34.64%-20.2pp |
| Employer contribution / active EE | $2,842 | $1,342+111.7% | $4,175-31.9% | $1,891+50.2% |
| Participant deferral / active EE | $2,791 | $1,927+44.8% | $5,451-48.8% | $3,080-9.4% |
| Admin fee / account holder | $5,322 | $2,305+130.9% | $14,497-63.3% | $3,454+54.1% |