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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 | $42,909+125.6% | $60,906+58.9% | $68,486+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 | 16.94%-31.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $6,252 | $1,979+216.0% | $2,703+131.3% | $2,597+140.8% |
| Participant deferral / active EE | $6,126 | $2,866+113.7% | $3,814+60.6% | $4,028+52.1% |
| Admin fee / account holder | $2,736 | $3,104-11.8% | $3,227-15.2% | $5,404-49.4% |