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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 | $16,679 | $54,353-69.3% | $82,726-79.8% | $68,498-75.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.48% | -13.67%+1.2pp | 701.33%-713.8pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,767 | $2,218-20.3% | $3,009-41.3% | $2,596-31.9% |
| Participant deferral / active EE | $3,075 | $3,246-5.3% | $4,394-30.0% | $4,027-23.6% |
| Admin fee / account holder | $2,677 | $4,396-39.1% | $5,328-49.8% | $5,403-50.5% |