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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 | $71,130 | $82,678-14.0% | $125,391-43.3% | $68,490+3.9% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,269 | $3,382+114.9% | $4,816+51.0% | $2,597+179.9% |
| Participant deferral / active EE | $5,390 | $6,111-11.8% | $7,448-27.6% | $4,028+33.8% |
| Admin fee / account holder | $2,068 | $6,277-67.1% | $10,009-79.3% | $5,403-61.7% |