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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 | $41,310 | $73,019-43.4% | $90,766-54.5% | $68,490-39.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -7.67% | -13.81%+6.1pp | -12.16%+4.5pp | -7.85%+0.2pp |
| Employer contribution / active EE | $4,763 | $2,193+117.2% | $2,922+63.0% | $2,597+83.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,980 | $5,897-49.5% | $8,446-64.7% | $5,403-44.8% |