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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 | $53,442 | $73,102-26.9% | $123,549-56.7% | $56,287-5.1% |
| Participation rate | 92.4% | 74.3%+18.1pp | 82.3%+10.1pp | 69.9%+22.5pp |
| Annual return | -6.01% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,253 | $2,977+9.3% | $4,628-29.7% | $2,111+54.1% |
| Participant deferral / active EE | $6,269 | $5,423+15.6% | $6,426-2.4% | $3,350+87.2% |
| Admin fee / account holder | $2,984 | $554+438.8% | $9,284-67.9% | $521+472.8% |