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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 | $45,443 | $72,404-37.2% | $110,243-58.8% | $64,173-29.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.67% | -6.29%-1.4pp | 314.76%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,333 | $2,282+46.1% | $3,827-12.9% | $2,381+40.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,996 | $5,664+58.8% | $8,548+5.2% | $4,887+84.1% |