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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 | $90,073 | $91,537-1.6% | $130,045-30.7% | $75,173+19.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.34% | -631.55%+645.9pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $2,970 | $2,845+4.4% | $4,321-31.3% | $2,671+11.2% |
| Participant deferral / active EE | $5,926 | $4,343+36.5% | $5,820+1.8% | $4,126+43.6% |
| Admin fee / account holder | $1,234 | $6,780-81.8% | $10,600-88.4% | $5,651-78.2% |