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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 | $87,581 | $82,674+5.9% | $125,381-30.1% | $68,486+27.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.31% | -5.97%-8.3pp | 572.31%-586.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $17,236 | $3,382+409.7% | $4,815+257.9% | $2,597+563.8% |
| Participant deferral / active EE | $14,104 | $6,111+130.8% | $7,448+89.4% | $4,028+250.2% |
| Admin fee / account holder | $6,340 | $6,277+1.0% | $10,007-36.6% | $5,404+17.3% |