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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 | $20,958 | $32,117-34.7% | $71,086-70.5% | $64,181-67.3% |
| Participation rate | 89.6% | 42.7%+46.9pp | 54.7%+34.9pp | 69.6%+20.0pp |
| Annual return | -3.58% | -5.57%+2.0pp | 650.59%-654.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,091 | $712+193.6% | $1,088+92.3% | $2,381-12.2% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,842 | $2,759+75.5% | $3,082+57.1% | $4,887-0.9% |