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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 | $32,720 | $73,863-55.7% | $143,797-77.2% | $68,490-52.2% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -16.86% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,621 | $3,185-49.1% | $4,952-67.3% | $2,597-37.6% |
| Participant deferral / active EE | $2,479 | $3,385-26.8% | $5,638-56.0% | $4,028-38.5% |
| Admin fee / account holder | $3,534 | $5,756-38.6% | $14,679-75.9% | $5,403-34.6% |