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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 | $34,286 | $45,872-25.3% | $77,100-55.5% | $68,490-49.9% |
| Participation rate | 98.7% | 55.9%+42.8pp | 67.9%+30.8pp | 67.9%+30.8pp |
| Annual return | -12.84% | 1.73%-14.6pp | 42.35%-55.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $6,864 | $1,650+316.1% | $2,815+143.9% | $2,597+164.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,267 | $3,041+40.3% | $5,443-21.6% | $5,403-21.0% |