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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 | $15,304 | $54,370-71.9% | $82,763-81.5% | $68,490-77.7% |
| Participation rate | 74.6% | 63.9%+10.7pp | 72.6%+2.1pp | 67.9%+6.8pp |
| Annual return | -17.04% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,865 | $2,219-16.0% | $3,008-38.0% | $2,597-28.2% |
| Participant deferral / active EE | $4,178 | $3,247+28.7% | $4,395-4.9% | $4,028+3.7% |
| Admin fee / account holder | $860 | $4,398-80.5% | $5,325-83.9% | $5,403-84.1% |