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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 | $74,286 | $73,009+1.8% | $90,760-18.2% | $68,486+8.5% |
| Participation rate | 92.2% | 70.8%+21.4pp | 75.7%+16.5pp | 67.9%+24.3pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,566 | $2,193+62.6% | $2,922+22.1% | $2,597+37.3% |
| Participant deferral / active EE | $5,427 | $3,626+49.7% | $4,565+18.9% | $4,028+34.7% |
| Admin fee / account holder | $2,566 | $5,896-56.5% | $8,444-69.6% | $5,404-52.5% |