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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 | $44,711 | $49,164-9.1% | $121,169-63.1% | $75,181-40.5% |
| Participation rate | 78.5% | 55.4%+23.1pp | 69.5%+9.0pp | 67.2%+11.3pp |
| Annual return | 21.21% | 56.03%-34.8pp | 986.71%-965.5pp | 160.69%-139.5pp |
| Employer contribution / active EE | $4,990 | $1,546+222.7% | $4,168+19.7% | $2,671+86.8% |
| Participant deferral / active EE | $6,951 | $2,628+164.5% | $4,083+70.3% | $4,126+68.5% |
| Admin fee / account holder | $626 | $3,942-84.1% | $5,645-88.9% | $5,650-88.9% |