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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 | $64,989 | $82,678-21.4% | $125,391-48.2% | $68,490-5.1% |
| Participation rate | 98.4% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,080 | $3,382-38.5% | $4,816-56.8% | $2,597-19.9% |
| Participant deferral / active EE | $5,294 | $6,111-13.4% | $7,448-28.9% | $4,028+31.4% |
| Admin fee / account holder | $353 | $6,277-94.4% | $10,009-96.5% | $5,403-93.5% |