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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 | $80,513 | $42,909+87.6% | $60,906+32.2% | $68,486+17.6% |
| Participation rate | 88.5% | 66.8%+21.7pp | 73.1%+15.4pp | 67.9%+20.6pp |
| Annual return | -16.63% | -13.99%-2.6pp | 16.94%-33.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,501 | $1,979+76.9% | $2,703+29.5% | $2,597+34.8% |
| Participant deferral / active EE | $3,496 | $2,866+22.0% | $3,814-8.3% | $4,028-13.2% |
| Admin fee / account holder | $3,378 | $3,104+8.8% | $3,227+4.7% | $5,404-37.5% |