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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 | $52,039 | $54,370-4.3% | $82,763-37.1% | $68,490-24.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.64% | -13.67%-1.0pp | 702.45%-717.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,017 | $2,219+81.0% | $3,008+33.5% | $2,597+54.7% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,485 | $4,398-43.5% | $5,325-53.3% | $5,403-54.0% |