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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 | $67,385 | $55,446+21.5% | $155,574-56.7% | $74,429-9.5% |
| Participation rate | 82.3% | 61.9%+20.4pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 26.53% | 269.20%-242.7pp | 64.87%-38.3pp | 1368.38%-1341.9pp |
| Employer contribution / active EE | $2,642 | $2,266+16.6% | $4,676-43.5% | $2,625+0.6% |
| Participant deferral / active EE | $6,682 | $2,836+135.6% | $5,629+18.7% | $4,348+53.7% |
| Admin fee / account holder | $13,495 | $1,743+674.3% | $15,914-15.2% | $1,944+594.1% |