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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 | $56,219 | $79,633-29.4% | $93,786-40.1% | $68,490-17.9% |
| Participation rate | 98.8% | 75.4%+23.4pp | 81.0%+17.8pp | 67.9%+30.9pp |
| Annual return | -16.40% | -0.10%-16.3pp | -11.32%-5.1pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,655 | $3,665+54.3% | $4,328+30.7% | $2,597+117.8% |
| Participant deferral / active EE | $7,756 | $5,158+50.4% | $6,100+27.2% | $4,028+92.6% |
| Admin fee / account holder | $1,543 | $6,871-77.5% | $7,184-78.5% | $5,403-71.4% |