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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 | $72,695 | $59,006+23.2% | $97,260-25.3% | $74,459-2.4% |
| Participation rate | 95.0% | 63.7%+31.3pp | 72.7%+22.3pp | 67.2%+27.8pp |
| Annual return | 40.39% | 16.04%+24.4pp | 75.54%-35.2pp | 1369.70%-1329.3pp |
| Employer contribution / active EE | $3,188 | $1,894+68.3% | $2,721+17.1% | $2,626+21.4% |
| Participant deferral / active EE | $6,860 | $3,671+86.9% | $4,262+61.0% | $4,350+57.7% |
| Admin fee / account holder | $5,708 | $1,974+189.2% | $5,640+1.2% | $1,945+193.5% |