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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 | $31,163 | $78,690-60.4% | $161,489-80.7% | $87,485-64.4% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.6pp |
| Annual return | 13.93% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $614 | $2,588-76.3% | $4,268-85.6% | $2,596-76.3% |
| Participant deferral / active EE | $3,825 | $3,311+15.5% | $5,630-32.1% | $4,274-10.5% |
| Admin fee / account holder | $4,176 | $6,724-37.9% | $16,006-73.9% | $7,775-46.3% |