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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 | $114,689 | $79,169+44.9% | $100,415+14.2% | $74,478+54.0% |
| Participation rate | 74.6% | 79.4%-4.8pp | 81.5%-6.9pp | 67.2%+7.4pp |
| Annual return | 210.72% | 20.51%+190.2pp | 49.47%+161.2pp | 1370.56%-1159.8pp |
| Employer contribution / active EE | $2,328 | $3,017-22.8% | $3,943-41.0% | $2,626-11.4% |
| Participant deferral / active EE | $9,315 | $7,751+20.2% | $8,091+15.1% | $4,350+114.1% |
| Admin fee / account holder | $20,942 | $1,337+1466.0% | $7,906+164.9% | $1,946+976.3% |