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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 | $65,123 | $71,878-9.4% | $86,698-24.9% | $68,486-4.9% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -15.43% | 3.53%-19.0pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,763 | $2,173+119.1% | $2,837+67.9% | $2,597+83.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,826 | $6,113-53.8% | $7,493-62.3% | $5,404-47.7% |