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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 | $137,476 | $82,674+66.3% | $125,381+9.6% | $68,486+100.7% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $17,914 | $3,382+429.7% | $4,815+272.0% | $2,597+589.9% |
| Participant deferral / active EE | $11,245 | $6,111+84.0% | $7,448+51.0% | $4,028+179.2% |
| Admin fee / account holder | $16,553 | $6,277+163.7% | $10,007+65.4% | $5,404+206.3% |