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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 | $125,925 | $110,083+14.4% | $151,645-17.0% | $68,490+83.9% |
| Participation rate | 93.8% | 84.0%+9.9pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -17.02% | -10.12%-6.9pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,845 | $4,470-14.0% | $6,165-37.6% | $2,597+48.1% |
| Participant deferral / active EE | $5,532 | $6,526-15.2% | $8,363-33.8% | $4,028+37.3% |
| Admin fee / account holder | $2,479 | $7,718-67.9% | $11,614-78.7% | $5,403-54.1% |