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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 | $78,455 | $88,137-11.0% | $164,975-52.4% | $74,429+5.4% |
| Participation rate | 75.1% | 73.1%+2.0pp | 78.6%-3.5pp | 67.2%+7.9pp |
| Annual return | 127.56% | 17.13%+110.4pp | 70.12%+57.4pp | 1368.38%-1240.8pp |
| Employer contribution / active EE | $2,548 | $2,597-1.9% | $4,343-41.3% | $2,625-2.9% |
| Participant deferral / active EE | $7,170 | $4,501+59.3% | $6,033+18.8% | $4,348+64.9% |
| Admin fee / account holder | $6,332 | $2,231+183.8% | $12,688-50.1% | $1,944+225.7% |