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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 | $45,119+91.1% | $85,126+1.3% | $74,429+15.9% |
| Participation rate | 70.3% | 49.4%+21.0pp | 67.5%+2.8pp | 67.2%+3.1pp |
| Annual return | 17.29% | 26.28%-9.0pp | 66.63%-49.3pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $2,661 | $1,460+82.2% | $2,731-2.6% | $2,625+1.4% |
| Participant deferral / active EE | $6,129 | $2,738+123.9% | $4,523+35.5% | $4,348+40.9% |
| Admin fee / account holder | $2,786 | $2,214+25.8% | $6,160-54.8% | $1,944+43.3% |