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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 | $45,314 | $49,177-7.9% | $79,476-43.0% | $64,181-29.4% |
| Participation rate | 85.3% | 65.0%+20.3pp | 73.3%+12.0pp | 69.6%+15.8pp |
| Annual return | -5.97% | -1.16%-4.8pp | 718.21%-724.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,230 | $2,076+103.7% | $2,800+51.1% | $2,381+77.7% |
| Participant deferral / active EE | $6,086 | $2,821+115.7% | $3,704+64.3% | $3,470+75.4% |
| Admin fee / account holder | $3,805 | $3,839-0.9% | $5,113-25.6% | $4,887-22.2% |