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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 | $58,317 | $110,083-47.0% | $151,639-61.5% | $68,486-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.99% | -10.12%-0.9pp | 3.34%-14.3pp | -7.85%-3.1pp |
| Employer contribution / active EE | $2,463 | $4,470-44.9% | $6,165-60.1% | $2,597-5.2% |
| Participant deferral / active EE | $5,190 | $6,526-20.5% | $8,363-37.9% | $4,028+28.9% |
| Admin fee / account holder | $7,791 | $7,718+0.9% | $11,613-32.9% | $5,404+44.2% |