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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 | $58,718 | $49,177+19.4% | $79,466-26.1% | $64,173-8.5% |
| Participation rate | 91.8% | 65.0%+26.8pp | 73.3%+18.5pp | 69.6%+22.3pp |
| Annual return | -2.04% | -1.16%-0.9pp | 718.28%-720.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,756 | $2,076+32.7% | $2,800-1.6% | $2,381+15.8% |
| Participant deferral / active EE | $4,551 | $2,821+61.3% | $3,704+22.9% | $3,470+31.2% |
| Admin fee / account holder | $9,497 | $3,839+147.4% | $5,104+86.1% | $4,887+94.3% |