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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 | $23,634 | $59,116-60.0% | $86,438-72.7% | $68,486-65.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -0.18% | -0.23%0pp | 4397.19%-4397.4pp | -7.85%+7.7pp |
| Employer contribution / active EE | $3,339 | $2,519+32.6% | $3,769-11.4% | $2,597+28.6% |
| Participant deferral / active EE | $10,175 | $5,902+72.4% | $6,952+46.4% | $4,028+152.6% |
| Admin fee / account holder | $708 | $5,639-87.4% | $6,733-89.5% | $5,404-86.9% |