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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 | $45,043+91.4% | $85,063+1.4% | $74,400+15.9% |
| Participation rate | 70.3% | 49.4%+21.0pp | 67.5%+2.8pp | 67.2%+3.1pp |
| Annual return | 17.29% | 26.26%-9.0pp | 66.54%-49.3pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $2,661 | $1,458+82.6% | $2,727-2.4% | $2,624+1.4% |
| Participant deferral / active EE | $6,129 | $2,733+124.2% | $4,523+35.5% | $4,348+41.0% |
| Admin fee / account holder | $2,786 | $2,210+26.1% | $6,155-54.7% | $1,944+43.4% |