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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 | $60,458 | $55,446+9.0% | $155,574-61.1% | $74,429-18.8% |
| Participation rate | 88.1% | 61.9%+26.2pp | 78.2%+9.9pp | 67.2%+20.9pp |
| Annual return | 24.18% | 269.20%-245.0pp | 64.87%-40.7pp | 1368.38%-1344.2pp |
| Employer contribution / active EE | $3,646 | $2,266+60.9% | $4,676-22.0% | $2,625+38.9% |
| Participant deferral / active EE | $7,292 | $2,836+157.1% | $5,629+29.5% | $4,348+67.7% |
| Admin fee / account holder | $22,097 | $1,743+1167.8% | $15,914+38.9% | $1,944+1036.5% |