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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 | $24,745 | $82,674-70.1% | $125,381-80.3% | $68,486-63.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,132 | $3,382+81.3% | $4,815+27.3% | $2,597+136.1% |
| Participant deferral / active EE | $8,740 | $6,111+43.0% | $7,448+17.4% | $4,028+117.0% |
| Admin fee / account holder | $972 | $6,277-84.5% | $10,007-90.3% | $5,404-82.0% |