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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 | $86,010 | $95,453-9.9% | $112,040-23.2% | $82,448+4.3% |
| Participation rate | 96.7% | 72.8%+24.0pp | 76.5%+20.2pp | 68.1%+28.7pp |
| Annual return | 16.77% | 23.92%-7.2pp | 24.52%-7.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,440 | $2,318+48.4% | $2,954+16.5% | $2,551+34.9% |
| Participant deferral / active EE | $7,325 | $4,224+73.4% | $5,098+43.7% | $4,139+77.0% |
| Admin fee / account holder | $13,700 | $9,013+52.0% | $12,098+13.2% | $7,234+89.4% |