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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 | $55,437+21.6% | $155,534-56.7% | $74,459-9.5% |
| Participation rate | 82.3% | 61.9%+20.4pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 26.53% | 269.58%-243.0pp | 64.92%-38.4pp | 1369.70%-1343.2pp |
| Employer contribution / active EE | $2,642 | $2,266+16.6% | $4,675-43.5% | $2,626+0.6% |
| Participant deferral / active EE | $6,682 | $2,837+135.5% | $5,630+18.7% | $4,350+53.6% |
| Admin fee / account holder | $13,495 | $1,742+674.5% | $15,900-15.1% | $1,945+593.9% |