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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 | $65,599 | $54,370+20.7% | $82,763-20.7% | $68,490-4.2% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -14.11% | -13.67%-0.4pp | 702.45%-716.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $4,112 | $2,219+85.3% | $3,008+36.7% | $2,597+58.4% |
| Participant deferral / active EE | $4,012 | $3,247+23.6% | $4,395-8.7% | $4,028-0.4% |
| Admin fee / account holder | $1,910 | $4,398-56.6% | $5,325-64.1% | $5,403-64.6% |