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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 | $56,527 | $42,909+31.7% | $60,906-7.2% | $68,486-17.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.78% | -13.99%-2.8pp | 16.94%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $9,817 | $1,979+396.1% | $2,703+263.2% | $2,597+278.1% |
| Participant deferral / active EE | $5,141 | $2,866+79.3% | $3,814+34.8% | $4,028+27.6% |
| Admin fee / account holder | $2,530 | $3,104-18.5% | $3,227-21.6% | $5,404-53.2% |