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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 | $97,735 | $54,357+79.8% | $82,706+18.2% | $68,495+42.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.48% | -13.67%-1.8pp | 701.76%-717.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,765 | $2,218+204.9% | $3,007+124.9% | $2,596+160.5% |
| Participant deferral / active EE | $5,586 | $3,246+72.1% | $4,394+27.1% | $4,028+38.7% |
| Admin fee / account holder | $17,985 | $4,396+309.1% | $5,329+237.5% | $5,403+232.9% |