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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 | $18,857 | $73,839-74.5% | $143,788-86.9% | $68,495-72.5% |
| Participation rate | 98.7% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | 6.80% | 1.01%+5.8pp | -0.03%+6.8pp | -7.84%+14.6pp |
| Employer contribution / active EE | $2,807 | $3,184-11.8% | $4,952-43.3% | $2,596+8.1% |
| Participant deferral / active EE | $5,397 | $3,384+59.5% | $5,638-4.3% | $4,028+34.0% |
| Admin fee / account holder | $621 | $5,755-89.2% | $14,675-95.8% | $5,403-88.5% |