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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 | $72,806 | $101,539-28.3% | $147,041-50.5% | $74,400-2.1% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.8pp | 67.2%+11.1pp |
| Annual return | 42.65% | 8740.84%-8698.2pp | 419.21%-376.6pp | 1367.51%-1324.9pp |
| Employer contribution / active EE | $4,276 | $3,811+12.2% | $4,935-13.4% | $2,624+62.9% |
| Participant deferral / active EE | $9,544 | $7,304+30.7% | $8,071+18.3% | $4,348+119.5% |
| Admin fee / account holder | $7,674 | $1,749+338.7% | $13,006-41.0% | $1,944+294.8% |