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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 | $144,976 | $45,082+221.6% | $69,464+108.7% | $72,975+98.7% |
| Participation rate | 82.4% | 68.5%+13.9pp | 74.6%+7.7pp | 69.5%+12.9pp |
| Annual return | 19.30% | 22.66%-3.4pp | 28.98%-9.7pp | 81.01%-61.7pp |
| Employer contribution / active EE | $4,580 | $2,055+122.8% | $2,779+64.8% | $2,440+87.7% |
| Participant deferral / active EE | $3,366 | $2,604+29.3% | $3,536-4.8% | $3,608-6.7% |
| Admin fee / account holder | $15,423 | $3,057+404.5% | $3,840+301.6% | $5,124+201.0% |