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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 | $87,465-36.9% | $122,979-55.1% | $65,306-15.5% |
| Participation rate | 93.5% | 66.0%+27.4pp | 77.2%+16.3pp | 57.7%+35.8pp |
| Annual return | 14.98% | 19.76%-4.8pp | 20.12%-5.1pp | 21.94%-7.0pp |
| Employer contribution / active EE | $1,100 | $2,156-49.0% | $3,062-64.1% | $1,967-44.1% |
| Participant deferral / active EE | $2,648 | $3,705-28.5% | $5,003-47.1% | $2,959-10.5% |
| Admin fee / account holder | $2,778 | $5,100-45.5% | $12,864-78.4% | $3,480-20.2% |