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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 | $42,471 | $49,177-13.6% | $79,476-46.6% | $64,181-33.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.39% | -1.16%-4.2pp | 718.21%-723.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,559 | $2,076+23.3% | $2,800-8.6% | $2,381+7.5% |
| Participant deferral / active EE | $2,189 | $2,821-22.4% | $3,704-40.9% | $3,470-36.9% |
| Admin fee / account holder | $3,968 | $3,839+3.4% | $5,113-22.4% | $4,887-18.8% |