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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 | $50,683 | $64,729-21.7% | $112,263-54.9% | $68,490-26.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -8.80% | -11.40%+2.6pp | 27.49%-36.3pp | -7.85%-1.0pp |
| Employer contribution / active EE | $7,169 | $2,746+161.1% | $3,636+97.2% | $2,597+176.1% |
| Participant deferral / active EE | $7,351 | $3,566+106.2% | $4,729+55.4% | $4,028+82.5% |
| Admin fee / account holder | $9,036 | $5,222+73.0% | $6,410+41.0% | $5,403+67.2% |