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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 | $89,798 | $42,917+109.2% | $60,899+47.5% | $68,495+31.1% |
| Participation rate | 85.9% | 66.8%+19.1pp | 73.1%+12.8pp | 67.9%+18.0pp |
| Annual return | -17.42% | -13.99%-3.4pp | 16.92%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,763 | $1,979+39.6% | $2,702+2.2% | $2,596+6.4% |
| Participant deferral / active EE | $9,588 | $2,867+234.5% | $3,817+151.2% | $4,028+138.1% |
| Admin fee / account holder | $5,484 | $3,102+76.8% | $3,225+70.1% | $5,403+1.5% |