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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 | $78,976+45.2% | $100,383+14.3% | $74,546+53.8% |
| Participation rate | 74.6% | 79.5%-4.9pp | 81.5%-6.9pp | 67.2%+7.4pp |
| Annual return | 210.72% | 20.62%+190.1pp | 49.26%+161.5pp | 1366.03%-1155.3pp |
| Employer contribution / active EE | $2,328 | $3,019-22.9% | $3,944-41.0% | $2,624-11.3% |
| Participant deferral / active EE | $9,315 | $7,758+20.1% | $8,086+15.2% | $4,347+114.3% |
| Admin fee / account holder | $20,942 | $1,330+1474.7% | $7,900+165.1% | $1,944+977.5% |