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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 | $47,661 | $84,482-43.6% | $125,363-62.0% | $66,930-28.8% |
| Participation rate | 90.4% | 76.4%+13.9pp | 82.4%+8.0pp | 69.8%+20.5pp |
| Annual return | -14.14% | -8.49%-5.6pp | 572.15%-586.3pp | 1.57%-15.7pp |
| Employer contribution / active EE | $6,374 | $3,553+79.4% | $4,815+32.4% | $2,545+150.5% |
| Participant deferral / active EE | $5,637 | $6,782-16.9% | $7,447-24.3% | $4,238+33.0% |
| Admin fee / account holder | $656 | $685-4.3% | $10,005-93.4% | $593+10.5% |