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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 | $48,425 | $46,697+3.7% | $117,529-58.8% | $68,490-29.3% |
| Participation rate | 88.3% | 56.8%+31.6pp | 70.6%+17.7pp | 67.9%+20.4pp |
| Annual return | -18.68% | -14.52%-4.2pp | 29.77%-48.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,206 | $1,506-19.9% | $4,179-71.1% | $2,597-53.6% |
| Participant deferral / active EE | $3,610 | $2,637+36.9% | $4,072-11.3% | $4,028-10.4% |
| Admin fee / account holder | $555 | $4,023-86.2% | $5,645-90.2% | $5,403-89.7% |