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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 | $83,638 | $49,177+70.1% | $79,467+5.2% | $64,173+30.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.13% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,137 | $2,076+195.6% | $2,800+119.2% | $2,381+157.8% |
| Participant deferral / active EE | $4,778 | $2,821+69.4% | $3,704+29.0% | $3,470+37.7% |
| Admin fee / account holder | $2,231 | $3,839-41.9% | $5,104-56.3% | $4,887-54.4% |