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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 | $58,549 | $49,177+19.1% | $79,467-26.3% | $64,173-8.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.24% | -1.16%-3.1pp | 718.30%-722.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,990 | $2,076-4.2% | $2,800-28.9% | $2,381-16.4% |
| Participant deferral / active EE | $1,990 | $2,821-29.5% | $3,704-46.3% | $3,470-42.6% |
| Admin fee / account holder | $2,849 | $3,839-25.8% | $5,104-44.2% | $4,887-41.7% |