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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 | $13,001 | $75,962-82.9% | $154,108-91.6% | $64,173-79.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $500 | $3,350-85.1% | $5,298-90.6% | $2,381-79.0% |
| Participant deferral / active EE | $2,402 | $3,175-24.4% | $5,081-52.7% | $3,470-30.8% |
| Admin fee / account holder | $955 | $5,589-82.9% | $13,411-92.9% | $4,887-80.5% |