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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 | $29,892 | $58,093-48.5% | $80,022-62.6% | $56,287-46.9% |
| Participation rate | 74.3% | 73.6%+0.6pp | 75.8%-1.6pp | 69.9%+4.4pp |
| Annual return | 41.44% | 34.63%+6.8pp | 11.22%+30.2pp | -9.96%+51.4pp |
| Employer contribution / active EE | $3,811 | $1,933+97.2% | $2,468+54.4% | $2,111+80.5% |
| Participant deferral / active EE | $1,712 | $3,136-45.4% | $3,686-53.6% | $3,350-48.9% |
| Admin fee / account holder | $2,638 | $623+323.7% | $6,521-59.6% | $521+406.3% |