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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 | $49,251 | $102,429-51.9% | $147,096-66.5% | $80,925-39.1% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 61.90% | 135.02%-73.1pp | 419.75%-357.8pp | 35.65%+26.3pp |
| Employer contribution / active EE | $5,761 | $3,716+55.1% | $4,936+16.7% | $2,756+109.0% |
| Participant deferral / active EE | $10,870 | $6,649+63.5% | $8,071+34.7% | $4,299+152.9% |
| Admin fee / account holder | $3,275 | $7,957-58.8% | $13,005-74.8% | $6,940-52.8% |