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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 | $84,945 | $45,079+88.4% | $69,461+22.3% | $72,983+16.4% |
| Participation rate | 98.0% | 68.5%+29.5pp | 74.6%+23.4pp | 69.5%+28.6pp |
| Annual return | 18.28% | 22.65%-4.4pp | 28.97%-10.7pp | 81.01%-62.7pp |
| Employer contribution / active EE | $4,673 | $2,055+127.4% | $2,779+68.1% | $2,440+91.5% |
| Participant deferral / active EE | $5,957 | $2,603+128.9% | $3,536+68.5% | $3,608+65.1% |
| Admin fee / account holder | $3,213 | $3,056+5.1% | $3,840-16.3% | $5,124-37.3% |