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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 | $36,760 | $42,910-14.3% | $60,919-39.7% | $68,490-46.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.32% | -13.99%-1.3pp | 16.96%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,452 | $1,978-26.6% | $2,704-46.3% | $2,597-44.1% |
| Participant deferral / active EE | $3,868 | $2,866+35.0% | $3,814+1.4% | $4,028-4.0% |
| Admin fee / account holder | $2,231 | $3,104-28.2% | $3,228-30.9% | $5,403-58.7% |