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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 | $49,421 | $42,910+15.2% | $60,919-18.9% | $68,490-27.8% |
| Participation rate | 97.7% | 66.8%+30.9pp | 73.1%+24.6pp | 67.9%+29.8pp |
| Annual return | 7.32% | -13.99%+21.3pp | 16.96%-9.6pp | -7.85%+15.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,821 | $2,866+207.8% | $3,814+131.3% | $4,028+119.0% |
| Admin fee / account holder | $1,598 | $3,104-48.5% | $3,228-50.5% | $5,403-70.4% |