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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 | $143,267 | $49,177+191.3% | $79,466+80.3% | $64,173+123.3% |
| Participation rate | 92.4% | 65.0%+27.4pp | 73.3%+19.1pp | 69.6%+22.8pp |
| Annual return | -3.52% | -1.16%-2.4pp | 718.28%-721.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,380 | $2,076+62.8% | $2,800+20.7% | $2,381+42.0% |
| Participant deferral / active EE | $5,093 | $2,821+80.5% | $3,704+37.5% | $3,470+46.8% |
| Admin fee / account holder | $4,121 | $3,839+7.3% | $5,104-19.3% | $4,887-15.7% |