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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 | $59,144 | $55,457+6.6% | $77,361-23.5% | $94,015-37.1% |
| Participation rate | 94.4% | 69.8%+24.6pp | 75.0%+19.5pp | 70.8%+23.6pp |
| Annual return | 10.50% | 15.57%-5.1pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $2,673 | $2,255+18.5% | $2,990-10.6% | $2,790-4.2% |
| Participant deferral / active EE | $4,034 | $3,069+31.4% | $3,911+3.2% | $4,249-5.1% |
| Admin fee / account holder | $2,640 | $4,334-39.1% | $5,894-55.2% | $8,951-70.5% |