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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 | $30,016 | $81,870-63.3% | $119,622-74.9% | $68,486-56.2% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -12.61% | -23.82%+11.2pp | -14.98%+2.4pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,506 | $2,692-6.9% | $4,232-40.8% | $2,597-3.5% |
| Participant deferral / active EE | $3,516 | $4,148-15.2% | $5,601-37.2% | $4,028-12.7% |
| Admin fee / account holder | $2,198 | $6,583-66.6% | $10,328-78.7% | $5,404-59.3% |