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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 | $100,603 | $91,536+9.9% | $130,062-22.7% | $75,177+33.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.02% | -631.62%+646.6pp | -137.37%+152.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $5,362 | $2,845+88.5% | $4,322+24.1% | $2,671+100.8% |
| Participant deferral / active EE | $5,340 | $4,343+23.0% | $5,821-8.3% | $4,126+29.4% |
| Admin fee / account holder | $1,438 | $6,780-78.8% | $10,601-86.4% | $5,651-74.6% |