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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 | $55,189 | $82,678-33.2% | $125,391-56.0% | $68,490-19.4% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,159 | $3,382-6.6% | $4,816-34.4% | $2,597+21.7% |
| Participant deferral / active EE | $6,112 | $6,1110% | $7,448-17.9% | $4,028+51.7% |
| Admin fee / account holder | $7,979 | $6,277+27.1% | $10,009-20.3% | $5,403+47.7% |