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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 | $35,519 | $59,111-39.9% | $86,451-58.9% | $68,490-48.1% |
| Participation rate | 89.7% | 75.2%+14.5pp | 80.3%+9.4pp | 67.9%+21.8pp |
| Annual return | -17.05% | -0.22%-16.8pp | 4398.51%-4415.6pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,162 | $5,900+123.1% | $6,953+89.3% | $4,028+226.8% |
| Admin fee / account holder | $3,214 | $5,640-43.0% | $6,734-52.3% | $5,403-40.5% |