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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 | $80,522 | $43,338+85.8% | $59,887+34.5% | $64,173+25.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.86% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,334 | $2,030+64.2% | $2,722+22.5% | $2,381+40.0% |
| Participant deferral / active EE | $3,181 | $2,547+24.9% | $3,402-6.5% | $3,470-8.3% |
| Admin fee / account holder | $2,948 | $3,007-2.0% | $3,591-17.9% | $4,887-39.7% |