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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 | $107,649 | $59,804+80.0% | $81,982+31.3% | $79,856+34.8% |
| Participation rate | 96.1% | 61.6%+34.5pp | 69.3%+26.8pp | 69.6%+26.5pp |
| Annual return | 14.91% | 17.56%-2.6pp | 41.31%-26.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,857 | $1,713+8.4% | $2,498-25.7% | $2,471-24.8% |
| Participant deferral / active EE | $4,774 | $2,695+77.1% | $3,722+28.3% | $3,741+27.6% |
| Admin fee / account holder | $15,607 | $4,288+264.0% | $5,665+175.5% | $5,306+194.1% |