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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 | $52,940 | $82,678-36.0% | $125,391-57.8% | $68,490-22.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,933 | $3,382-13.3% | $4,816-39.1% | $2,597+13.0% |
| Participant deferral / active EE | $4,803 | $6,111-21.4% | $7,448-35.5% | $4,028+19.2% |
| Admin fee / account holder | $5,722 | $6,277-8.9% | $10,009-42.8% | $5,403+5.9% |