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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 | $104,378 | $43,338+140.8% | $59,887+74.3% | $64,173+62.7% |
| Participation rate | 82.0% | 69.2%+12.8pp | 74.7%+7.3pp | 69.6%+12.4pp |
| Annual return | 8.22% | -1.55%+9.8pp | 3.46%+4.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $5,628 | $2,030+177.3% | $2,722+106.8% | $2,381+136.4% |
| Participant deferral / active EE | $6,677 | $2,547+162.1% | $3,402+96.3% | $3,470+92.4% |
| Admin fee / account holder | $1,212 | $3,007-59.7% | $3,591-66.3% | $4,887-75.2% |