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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 | $44,067 | $86,940-49.3% | $102,434-57.0% | $80,935-45.6% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.7%+30.2pp |
| Annual return | 16.65% | 18.89%-2.2pp | 29.46%-12.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,070 | $2,370-12.7% | $3,023-31.5% | $2,757-24.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $521 | $8,047-93.5% | $9,462-94.5% | $6,924-92.5% |