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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 | $97,550-11.8% | $120,344-28.5% | $87,485-1.7% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.7%+20.0pp | 68.9%+27.8pp |
| Annual return | 16.77% | 18.41%-1.6pp | 20.30%-3.5pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,440 | $2,291+50.2% | $3,020+13.9% | $2,596+32.5% |
| Participant deferral / active EE | $7,325 | $4,230+73.2% | $5,135+42.6% | $4,274+71.4% |
| Admin fee / account holder | $13,700 | $9,543+43.6% | $12,742+7.5% | $7,775+76.2% |