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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 | $63,883 | $82,678-22.7% | $125,391-49.1% | $68,490-6.7% |
| Participation rate | 96.9% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.0pp |
| Annual return | 8.46% | -5.97%+14.4pp | 572.41%-564.0pp | -7.85%+16.3pp |
| Employer contribution / active EE | $8,163 | $3,382+141.4% | $4,816+69.5% | $2,597+214.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,543 | $6,277-59.5% | $10,009-74.6% | $5,403-52.9% |