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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 | $144,857 | $110,083+31.6% | $151,628-4.5% | $68,495+111.5% |
| Participation rate | 81.6% | 84.0%-2.3pp | 87.5%-5.9pp | 67.9%+13.7pp |
| Annual return | -1.99% | -10.12%+8.1pp | 3.34%-5.3pp | -7.84%+5.9pp |
| Employer contribution / active EE | $7,057 | $4,470+57.9% | $6,165+14.5% | $2,596+171.8% |
| Participant deferral / active EE | $12,557 | $6,526+92.4% | $8,363+50.2% | $4,028+211.8% |
| Admin fee / account holder | $6,923 | $7,718-10.3% | $11,613-40.4% | $5,403+28.1% |