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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 | $28,040 | $55,449-49.4% | $83,831-66.6% | $56,289-50.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -6.30% | -1.38%-4.9pp | 850.99%-857.3pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,420 | $2,430+81.9% | $3,631+21.7% | $2,111+109.4% |
| Participant deferral / active EE | $4,204 | $2,935+43.2% | $4,082+3.0% | $3,350+25.5% |
| Admin fee / account holder | $1,228 | $656+87.2% | $5,479-77.6% | $521+135.7% |