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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 | $117,063 | $52,353+123.6% | $120,225-2.6% | $82,448+42.0% |
| Participation rate | 79.5% | 58.3%+21.1pp | 69.6%+9.9pp | 68.1%+11.4pp |
| Annual return | 16.02% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,635 | $1,510+273.2% | $3,475+62.1% | $2,551+120.9% |
| Participant deferral / active EE | $1,881 | $2,627-28.4% | $3,999-53.0% | $4,139-54.6% |
| Admin fee / account holder | $10,441 | $4,363+139.3% | $5,696+83.3% | $7,234+44.3% |