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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 | $29,696 | $82,674-64.1% | $125,381-76.3% | $68,486-56.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.08% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,608 | $3,382-52.5% | $4,815-66.6% | $2,597-38.1% |
| Participant deferral / active EE | $6,353 | $6,111+4.0% | $7,448-14.7% | $4,028+57.7% |
| Admin fee / account holder | $3,045 | $6,277-51.5% | $10,007-69.6% | $5,404-43.6% |