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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 | $91,013 | $96,731-5.9% | $123,973-26.6% | $86,983+4.6% |
| Participation rate | 97.2% | 70.0%+27.2pp | 76.7%+20.6pp | 69.5%+27.7pp |
| Annual return | 11.93% | 17.33%-5.4pp | 388.13%-376.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $2,083 | $3,297-36.8% | $4,126-49.5% | $2,584-19.4% |
| Participant deferral / active EE | $4,335 | $4,152+4.4% | $5,247-17.4% | $4,194+3.4% |
| Admin fee / account holder | $3,166 | $8,722-63.7% | $11,799-73.2% | $7,856-59.7% |