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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 | $37,471 | $49,177-23.8% | $79,467-52.8% | $64,173-41.6% |
| Participation rate | 81.3% | 65.0%+16.2pp | 73.3%+7.9pp | 69.6%+11.7pp |
| Annual return | -4.92% | -1.16%-3.8pp | 718.30%-723.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,602 | $2,076-22.8% | $2,800-42.8% | $2,381-32.7% |
| Participant deferral / active EE | $2,309 | $2,821-18.2% | $3,704-37.7% | $3,470-33.5% |
| Admin fee / account holder | $7,072 | $3,839+84.2% | $5,104+38.6% | $4,887+44.7% |