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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 | $95,897 | $42,909+123.5% | $60,906+57.4% | $68,486+40.0% |
| Participation rate | 86.5% | 66.8%+19.7pp | 73.1%+13.4pp | 67.9%+18.6pp |
| Annual return | -10.13% | -13.99%+3.9pp | 16.94%-27.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $2,308 | $1,979+16.6% | $2,703-14.6% | $2,597-11.1% |
| Participant deferral / active EE | $4,211 | $2,866+46.9% | $3,814+10.4% | $4,028+4.6% |
| Admin fee / account holder | $11,080 | $3,104+257.0% | $3,227+243.4% | $5,404+105.0% |