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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 | $100,194-14.2% | $122,979-30.1% | $86,983-1.1% |
| Participation rate | 96.7% | 73.0%+23.8pp | 77.2%+19.5pp | 69.5%+27.2pp |
| Annual return | 16.77% | 16.47%+0.3pp | 20.12%-3.3pp | 25.83%-9.1pp |
| Employer contribution / active EE | $3,440 | $2,326+47.9% | $3,062+12.3% | $2,584+33.1% |
| Participant deferral / active EE | $7,325 | $4,133+77.2% | $5,003+46.4% | $4,194+74.7% |
| Admin fee / account holder | $13,700 | $10,148+35.0% | $12,864+6.5% | $7,856+74.4% |