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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 | $24,193 | $46,697-48.2% | $117,529-79.4% | $68,490-64.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.70% | -14.52%-2.2pp | 29.77%-46.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $687 | $1,506-54.4% | $4,179-83.6% | $2,597-73.6% |
| Participant deferral / active EE | $1,739 | $2,637-34.1% | $4,072-57.3% | $4,028-56.8% |
| Admin fee / account holder | $6,407 | $4,023+59.3% | $5,645+13.5% | $5,403+18.6% |