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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 | $55,212 | $79,867-30.9% | $120,344-54.1% | $64,340-14.2% |
| Participation rate | 93.5% | 63.0%+30.5pp | 76.7%+16.7pp | 55.2%+38.2pp |
| Annual return | 14.98% | 21.10%-6.1pp | 20.30%-5.3pp | 24.14%-9.2pp |
| Employer contribution / active EE | $1,100 | $1,925-42.9% | $3,020-63.6% | $1,862-40.9% |
| Participant deferral / active EE | $2,648 | $3,593-26.3% | $5,135-48.4% | $2,980-11.1% |
| Admin fee / account holder | $2,778 | $5,039-44.9% | $12,742-78.2% | $3,703-25.0% |