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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 | $11,522 | $73,848-84.4% | $143,799-92.0% | $68,486-83.2% |
| Participation rate | 98.5% | 66.7%+31.8pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -14.92% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,017 | $3,184-68.1% | $4,952-79.5% | $2,597-60.8% |
| Participant deferral / active EE | $992 | $3,385-70.7% | $5,638-82.4% | $4,028-75.4% |
| Admin fee / account holder | $3,430 | $5,755-40.4% | $14,677-76.6% | $5,404-36.5% |