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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 | $74,984 | $82,678-9.3% | $125,391-40.2% | $68,490+9.5% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $5,969 | $3,382+76.5% | $4,816+24.0% | $2,597+129.9% |
| Participant deferral / active EE | $11,800 | $6,111+93.1% | $7,448+58.4% | $4,028+193.0% |
| Admin fee / account holder | $2,679 | $6,277-57.3% | $10,009-73.2% | $5,403-50.4% |