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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 | $72,401 | $73,848-2.0% | $143,799-49.7% | $68,486+5.7% |
| Participation rate | 88.7% | 66.7%+22.1pp | 80.3%+8.4pp | 67.9%+20.8pp |
| Annual return | -13.20% | 0.91%-14.1pp | -0.04%-13.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $6,532 | $3,184+105.1% | $4,952+31.9% | $2,597+151.6% |
| Participant deferral / active EE | $8,372 | $3,385+147.4% | $5,638+48.5% | $4,028+107.9% |
| Admin fee / account holder | $19,517 | $5,755+239.1% | $14,677+33.0% | $5,404+261.2% |