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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 | $79,775 | $82,674-3.5% | $125,381-36.4% | $68,486+16.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.89% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,342 | $3,382-1.2% | $4,815-30.6% | $2,597+28.7% |
| Participant deferral / active EE | $9,306 | $6,111+52.3% | $7,448+25.0% | $4,028+131.1% |
| Admin fee / account holder | $418 | $6,277-93.3% | $10,007-95.8% | $5,404-92.3% |