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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 | $69,573 | $106,749-34.8% | $145,433-52.2% | $82,448-15.6% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.1%+9.0pp | 68.1%+23.0pp |
| Annual return | 14.90% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,880 | $6,519-40.5% | $7,897-50.9% | $4,139-6.3% |
| Admin fee / account holder | $11,068 | $8,390+31.9% | $13,129-15.7% | $7,234+53.0% |