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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 | $106,524-12.8% | $152,301-39.0% | $87,485+6.2% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.4%+12.2pp | 68.9%+25.7pp |
| Annual return | 15.01% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $3,049 | $3,371-9.6% | $4,624-34.1% | $2,596+17.4% |
| Participant deferral / active EE | $8,575 | $6,525+31.4% | $8,004+7.1% | $4,274+100.7% |
| Admin fee / account holder | $7,149 | $8,287-13.7% | $14,398-50.3% | $7,775-8.0% |