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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 | $86,231 | $45,123+91.1% | $85,240+1.2% | $74,478+15.8% |
| Participation rate | 70.3% | 49.4%+21.0pp | 67.5%+2.8pp | 67.2%+3.1pp |
| Annual return | 17.29% | 26.32%-9.0pp | 66.75%-49.5pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $2,661 | $1,459+82.4% | $2,735-2.7% | $2,626+1.3% |
| Participant deferral / active EE | $6,129 | $2,736+124.0% | $4,527+35.4% | $4,350+40.9% |
| Admin fee / account holder | $2,786 | $2,215+25.8% | $6,165-54.8% | $1,946+43.2% |