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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 | $44,614 | $42,909+4.0% | $60,906-26.8% | $68,486-34.9% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -7.70% | -13.99%+6.3pp | 16.94%-24.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $1,493 | $1,979-24.6% | $2,703-44.8% | $2,597-42.5% |
| Participant deferral / active EE | $2,061 | $2,866-28.1% | $3,814-45.9% | $4,028-48.8% |
| Admin fee / account holder | $889 | $3,104-71.4% | $3,227-72.5% | $5,404-83.6% |