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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 | $125,955 | $82,678+52.3% | $125,391+0.4% | $68,490+83.9% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -18.12% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,753 | $3,382+11.0% | $4,816-22.1% | $2,597+44.5% |
| Participant deferral / active EE | $5,450 | $6,111-10.8% | $7,448-26.8% | $4,028+35.3% |
| Admin fee / account holder | $2,241 | $6,277-64.3% | $10,009-77.6% | $5,403-58.5% |