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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 | $57,922 | $82,678-29.9% | $125,391-53.8% | $68,490-15.4% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,189 | $3,382-5.7% | $4,816-33.8% | $2,597+22.8% |
| Participant deferral / active EE | $7,915 | $6,111+29.5% | $7,448+6.3% | $4,028+96.5% |
| Admin fee / account holder | $2,155 | $6,277-65.7% | $10,009-78.5% | $5,403-60.1% |