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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 | $88,357 | $82,678+6.9% | $125,391-29.5% | $68,490+29.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.62% | -5.97%-8.7pp | 572.41%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,644 | $3,382+37.3% | $4,816-3.6% | $2,597+78.8% |
| Participant deferral / active EE | $9,544 | $6,111+56.2% | $7,448+28.1% | $4,028+137.0% |
| Admin fee / account holder | $8,600 | $6,277+37.0% | $10,009-14.1% | $5,403+59.2% |