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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 | $34,573 | $45,872-24.6% | $77,096-55.2% | $68,486-49.5% |
| Participation rate | 89.0% | 55.9%+33.1pp | 67.9%+21.1pp | 67.9%+21.1pp |
| Annual return | -15.56% | 1.73%-17.3pp | 42.35%-57.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,656 | $1,650+0.4% | $2,814-41.1% | $2,597-36.2% |
| Participant deferral / active EE | $4,184 | $2,963+41.2% | $4,429-5.5% | $4,028+3.9% |
| Admin fee / account holder | $5,085 | $3,041+67.2% | $5,428-6.3% | $5,404-5.9% |