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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 | $33,041 | $51,223-35.5% | $82,763-60.1% | $66,949-50.6% |
| Participation rate | 97.9% | 67.9%+30.0pp | 72.6%+25.4pp | 69.8%+28.1pp |
| Annual return | -7.31% | -9.85%+2.5pp | 702.45%-709.8pp | 1.57%-8.9pp |
| Employer contribution / active EE | $2,183 | $2,611-16.4% | $3,008-27.4% | $2,545-14.2% |
| Participant deferral / active EE | $4,197 | $3,460+21.3% | $4,395-4.5% | $4,239-1.0% |
| Admin fee / account holder | $1,558 | $415+274.9% | $5,325-70.8% | $594+162.4% |