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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 | $73,108 | $47,105+55.2% | $68,368+6.9% | $67,986+7.5% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 15.61% | 48.37%-32.8pp | 292.57%-277.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,276 | $1,859+76.2% | $2,649+23.7% | $2,019+62.3% |
| Participant deferral / active EE | $5,430 | $2,374+128.7% | $4,123+31.7% | $3,358+61.7% |
| Admin fee / account holder | $12,049 | $2,435+394.8% | $5,150+134.0% | $3,203+276.2% |