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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 | $48,978 | $82,678-40.8% | $125,391-60.9% | $68,490-28.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.73% | -5.97%+0.2pp | 572.41%-578.1pp | -7.85%+2.1pp |
| Employer contribution / active EE | $5,197 | $3,382+53.7% | $4,816+7.9% | $2,597+100.1% |
| Participant deferral / active EE | $3,639 | $6,111-40.5% | $7,448-51.1% | $4,028-9.7% |
| Admin fee / account holder | $1,435 | $6,277-77.1% | $10,009-85.7% | $5,403-73.4% |