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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 | $35,493 | $73,102-51.4% | $123,553-71.3% | $56,289-36.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.45% | 3.01%-7.5pp | 119.21%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,531 | $2,977-15.0% | $4,628-45.3% | $2,111+19.9% |
| Participant deferral / active EE | $4,818 | $5,423-11.2% | $6,426-25.0% | $3,350+43.8% |
| Admin fee / account holder | $433 | $554-21.7% | $9,284-95.3% | $521-16.8% |