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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 | $140,922 | $73,848+90.8% | $143,799-2.0% | $68,486+105.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.06% | 0.91%-13.0pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,183 | $3,184-62.9% | $4,952-76.1% | $2,597-54.4% |
| Participant deferral / active EE | $5,902 | $3,385+74.4% | $5,638+4.7% | $4,028+46.5% |
| Admin fee / account holder | $64,561 | $5,755+1021.8% | $14,677+339.9% | $5,404+1094.7% |