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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 | $42,233 | $64,176-34.2% | $112,249-62.4% | $66,938-36.9% |
| Participation rate | 98.1% | 68.4%+29.6pp | 75.1%+23.0pp | 69.8%+28.2pp |
| Annual return | -14.24% | -13.80%-0.4pp | 27.48%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,254 | $3,007-25.0% | $3,636-38.0% | $2,545-11.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,313 | $626+109.8% | $6,412-79.5% | $594+121.2% |