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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 | $85,515-35.4% | $112,040-50.7% | $67,986-18.8% |
| Participation rate | 93.5% | 68.2%+25.2pp | 76.5%+17.0pp | 57.2%+36.3pp |
| Annual return | 14.98% | 29.68%-14.7pp | 24.52%-9.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,100 | $2,191-49.8% | $2,954-62.8% | $2,019-45.5% |
| Participant deferral / active EE | $2,648 | $4,014-34.0% | $5,098-48.0% | $3,358-21.1% |
| Admin fee / account holder | $2,778 | $3,774-26.4% | $12,098-77.0% | $3,203-13.3% |