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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 | $71,611 | $53,162+34.7% | $91,227-21.5% | $68,490+4.6% |
| Participation rate | 99.0% | 63.2%+35.7pp | 73.2%+25.8pp | 67.9%+31.1pp |
| Annual return | -15.91% | -3.14%-12.8pp | 114.14%-130.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $9,009 | $1,709+427.0% | $2,851+216.0% | $2,597+246.9% |
| Participant deferral / active EE | $8,801 | $2,974+196.0% | $4,234+107.9% | $4,028+118.5% |
| Admin fee / account holder | $12,655 | $4,493+181.6% | $5,423+133.4% | $5,403+134.2% |