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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 | $96,782 | $42,917+125.5% | $60,899+58.9% | $68,495+41.3% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -14.49% | -13.99%-0.5pp | 16.92%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,252 | $1,979+216.0% | $2,702+131.3% | $2,596+140.8% |
| Participant deferral / active EE | $6,126 | $2,867+113.7% | $3,817+60.5% | $4,028+52.1% |
| Admin fee / account holder | $2,736 | $3,102-11.8% | $3,225-15.2% | $5,403-49.4% |