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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 | $82,600 | $60,119+37.4% | $90,414-8.6% | $79,860+3.4% |
| Participation rate | 98.6% | 65.0%+33.7pp | 72.7%+25.9pp | 69.6%+29.0pp |
| Annual return | 22.99% | 71.94%-48.9pp | 1293.19%-1270.2pp | 31.72%-8.7pp |
| Employer contribution / active EE | $7,991 | $2,068+286.5% | $3,262+144.9% | $2,471+223.4% |
| Participant deferral / active EE | $4,575 | $2,938+55.7% | $3,963+15.4% | $3,740+22.3% |
| Admin fee / account holder | $9,261 | $3,976+132.9% | $5,611+65.0% | $5,306+74.5% |