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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 | $44,872 | $43,338+3.5% | $59,887-25.1% | $64,173-30.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.10% | -1.55%+8.6pp | 3.46%+3.6pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,588 | $2,030+27.5% | $2,722-4.9% | $2,381+8.7% |
| Participant deferral / active EE | $1,938 | $2,547-23.9% | $3,402-43.0% | $3,470-44.1% |
| Admin fee / account holder | $2,478 | $3,007-17.6% | $3,591-31.0% | $4,887-49.3% |