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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 | $25,331 | $82,678-69.4% | $125,391-79.8% | $68,490-63.0% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,309 | $6,111+36.0% | $7,448+11.6% | $4,028+106.3% |
| Admin fee / account holder | $1,516 | $6,277-75.9% | $10,009-84.9% | $5,403-71.9% |