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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 | $67,042 | $84,499-20.7% | $125,391-46.5% | $66,949+0.1% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.1pp | 69.8%+19.7pp |
| Annual return | 14.37% | -8.49%+22.9pp | 572.41%-558.0pp | 1.57%+12.8pp |
| Employer contribution / active EE | $2,686 | $3,554-24.4% | $4,816-44.2% | $2,545+5.5% |
| Participant deferral / active EE | $7,865 | $6,785+15.9% | $7,448+5.6% | $4,239+85.5% |
| Admin fee / account holder | $6,582 | $685+860.8% | $10,009-34.2% | $594+1008.8% |