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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 | $128,932 | $82,674+56.0% | $125,381+2.8% | $68,486+88.3% |
| Participation rate | 98.7% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -12.96% | -5.97%-7.0pp | 572.31%-585.3pp | -7.85%-5.1pp |
| Employer contribution / active EE | $12,051 | $3,382+256.3% | $4,815+150.3% | $2,597+364.1% |
| Participant deferral / active EE | $4,544 | $6,111-25.6% | $7,448-39.0% | $4,028+12.8% |
| Admin fee / account holder | $9,346 | $6,277+48.9% | $10,007-6.6% | $5,404+72.9% |