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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 | $59,837 | $91,536-34.6% | $130,062-54.0% | $75,177-20.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.87% | -631.62%+649.5pp | -137.37%+155.2pp | 160.75%-142.9pp |
| Employer contribution / active EE | $2,962 | $2,845+4.1% | $4,322-31.5% | $2,671+10.9% |
| Participant deferral / active EE | $4,227 | $4,343-2.7% | $5,821-27.4% | $4,126+2.4% |
| Admin fee / account holder | $2,680 | $6,780-60.5% | $10,601-74.7% | $5,651-52.6% |