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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 | $129,650 | $43,344+199.1% | $59,899+116.4% | $64,173+102.0% |
| Participation rate | 96.9% | 69.2%+27.8pp | 74.7%+22.2pp | 69.6%+27.4pp |
| Annual return | -4.05% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,792 | $2,030+234.6% | $2,723+149.5% | $2,381+185.3% |
| Participant deferral / active EE | $3,186 | $2,547+25.1% | $3,402-6.4% | $3,470-8.2% |
| Admin fee / account holder | $16,877 | $3,008+461.0% | $3,592+369.8% | $4,887+245.3% |