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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 | $87,278 | $43,344+101.4% | $59,899+45.7% | $64,173+36.0% |
| Participation rate | 75.3% | 69.2%+6.1pp | 74.7%+0.6pp | 69.6%+5.7pp |
| Annual return | -1.45% | -1.55%+0.1pp | 3.46%-4.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,999 | $2,030-1.5% | $2,723-26.6% | $2,381-16.0% |
| Participant deferral / active EE | $3,310 | $2,547+29.9% | $3,402-2.7% | $3,470-4.6% |
| Admin fee / account holder | $2,642 | $3,008-12.2% | $3,592-26.4% | $4,887-45.9% |