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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 | $50,151 | $88,360-43.2% | $145,433-65.5% | $67,986-26.2% |
| Participation rate | 78.1% | 65.5%+12.6pp | 82.1%-4.0pp | 57.2%+20.9pp |
| Annual return | 29.09% | 63.15%-34.1pp | 66.58%-37.5pp | 31.67%-2.6pp |
| Employer contribution / active EE | $8,326 | $3,054+172.6% | $4,554+82.8% | $2,019+312.5% |
| Participant deferral / active EE | $3,870 | $5,932-34.8% | $7,897-51.0% | $3,358+15.3% |
| Admin fee / account holder | $1,815 | $3,313-45.2% | $13,129-86.2% | $3,203-43.3% |