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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 | $54,338 | $45,872+18.5% | $77,081-29.5% | $68,495-20.7% |
| Participation rate | 95.7% | 55.9%+39.8pp | 67.9%+27.8pp | 67.9%+27.8pp |
| Annual return | -4.86% | 1.73%-6.6pp | 42.33%-47.2pp | -7.84%+3.0pp |
| Employer contribution / active EE | $5,381 | $1,650+226.2% | $2,813+91.3% | $2,596+107.2% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,954 | $3,041-35.7% | $5,427-64.0% | $5,403-63.8% |