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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 | $63,973 | $47,977+33.3% | $154,108-58.5% | $56,289+13.7% |
| Participation rate | 80.0% | 66.2%+13.8pp | 83.0%-3.0pp | 69.9%+10.1pp |
| Annual return | 406.53% | 3.54%+403.0pp | 735.21%-328.7pp | -9.96%+416.5pp |
| Employer contribution / active EE | $747 | $2,169-65.6% | $5,298-85.9% | $2,111-64.6% |
| Participant deferral / active EE | $2,141 | $2,392-10.5% | $5,081-57.9% | $3,350-36.1% |
| Admin fee / account holder | $7,057 | $438+1510.4% | $13,411-47.4% | $521+1254.6% |