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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 | $21,730 | $50,947-57.3% | $74,551-70.9% | $64,173-66.1% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.1%+12.2pp | 69.6%+11.8pp |
| Annual return | -7.97% | -1.85%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,187 | $1,115+96.1% | $1,961+11.5% | $2,381-8.1% |
| Participant deferral / active EE | $3,421 | $2,302+48.6% | $3,108+10.1% | $3,470-1.4% |
| Admin fee / account holder | $1,734 | $4,221-58.9% | $5,059-65.7% | $4,887-64.5% |