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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 | $92,924 | $107,421-13.5% | $182,262-49.0% | $94,015-1.2% |
| Participation rate | 94.7% | 77.8%+16.9pp | 84.2%+10.5pp | 70.8%+23.8pp |
| Annual return | 15.01% | 21.32%-6.3pp | 140.60%-125.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $3,049 | $3,448-11.6% | $5,046-39.6% | $2,790+9.3% |
| Participant deferral / active EE | $8,575 | $6,558+30.8% | $8,276+3.6% | $4,249+101.8% |
| Admin fee / account holder | $7,149 | $8,692-17.8% | $16,712-57.2% | $8,951-20.1% |