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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 | $49,975 | $76,551-34.7% | $123,894-59.7% | $62,881-20.5% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 8.52% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,738 | $2,882+29.7% | $4,617-19.0% | $2,281+63.9% |
| Participant deferral / active EE | $5,114 | $4,840+5.7% | $5,984-14.5% | $3,203+59.7% |
| Admin fee / account holder | $4,241 | $4,826-12.1% | $8,357-49.2% | $4,296-1.3% |