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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 | $83,953 | $64,729+29.7% | $112,263-25.2% | $68,490+22.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -2.67% | -11.40%+8.7pp | 27.49%-30.2pp | -7.85%+5.2pp |
| Employer contribution / active EE | $2,174 | $2,746-20.8% | $3,636-40.2% | $2,597-16.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,388 | $5,222+41.5% | $6,410+15.3% | $5,403+36.7% |