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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 | $51,669 | $42,910+20.4% | $60,919-15.2% | $68,490-24.6% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -14.60% | -13.99%-0.6pp | 16.96%-31.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $726 | $1,978-63.3% | $2,704-73.2% | $2,597-72.1% |
| Participant deferral / active EE | $4,772 | $2,866+66.5% | $3,814+25.1% | $4,028+18.5% |
| Admin fee / account holder | $4,349 | $3,104+40.1% | $3,228+34.8% | $5,403-19.5% |