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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 | $58,268 | $42,917+35.8% | $60,899-4.3% | $68,495-14.9% |
| Participation rate | 80.6% | 66.8%+13.8pp | 73.1%+7.5pp | 67.9%+12.7pp |
| Annual return | -17.21% | -13.99%-3.2pp | 16.92%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,212 | $1,979+62.3% | $2,702+18.9% | $2,596+23.7% |
| Participant deferral / active EE | $5,250 | $2,867+83.1% | $3,817+37.5% | $4,028+30.3% |
| Admin fee / account holder | $11,161 | $3,102+259.8% | $3,225+246.1% | $5,403+106.6% |