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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 | $82,985 | $43,333+91.5% | $59,883+38.6% | $64,181+29.3% |
| Participation rate | 84.6% | 69.2%+15.4pp | 74.7%+9.9pp | 69.6%+15.0pp |
| Annual return | -2.19% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,086 | $2,029+2.8% | $2,722-23.4% | $2,381-12.4% |
| Participant deferral / active EE | $2,782 | $2,547+9.3% | $3,402-18.2% | $3,470-19.8% |
| Admin fee / account holder | $3,931 | $3,006+30.8% | $3,591+9.5% | $4,887-19.6% |