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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 | $79,045+45.1% | $100,378+14.3% | $74,429+54.1% |
| Participation rate | 74.6% | 79.4%-4.8pp | 81.5%-6.9pp | 67.2%+7.4pp |
| Annual return | 210.72% | 20.61%+190.1pp | 49.41%+161.3pp | 1368.38%-1157.7pp |
| Employer contribution / active EE | $2,328 | $3,015-22.8% | $3,942-40.9% | $2,625-11.3% |
| Participant deferral / active EE | $9,315 | $7,751+20.2% | $8,087+15.2% | $4,348+114.2% |
| Admin fee / account holder | $20,942 | $1,335+1468.9% | $7,899+165.1% | $1,944+977.1% |