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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 | $80,286 | $58,275+37.8% | $81,844-1.9% | $80,935-0.8% |
| Participation rate | 91.0% | 63.5%+27.5pp | 72.4%+18.6pp | 67.7%+23.3pp |
| Annual return | 66.13% | 41.82%+24.3pp | 778.87%-712.7pp | 35.66%+30.5pp |
| Employer contribution / active EE | $8,701 | $2,346+270.9% | $2,916+198.3% | $2,757+215.6% |
| Participant deferral / active EE | $3,821 | $3,285+16.3% | $4,323-11.6% | $4,299-11.1% |
| Admin fee / account holder | $4,866 | $4,749+2.5% | $7,355-33.8% | $6,924-29.7% |