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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 | $93,682 | $82,674+13.3% | $125,381-25.3% | $68,486+36.8% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.31%-587.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $748 | $3,382-77.9% | $4,815-84.5% | $2,597-71.2% |
| Participant deferral / active EE | $7,944 | $6,111+30.0% | $7,448+6.7% | $4,028+97.2% |
| Admin fee / account holder | $1,683 | $6,277-73.2% | $10,007-83.2% | $5,404-68.9% |