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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 | $58,341 | $79,089-26.2% | $100,392-41.9% | $74,459-21.6% |
| Participation rate | 94.4% | 79.4%+15.0pp | 81.5%+12.9pp | 67.2%+27.2pp |
| Annual return | 60.55% | 20.61%+39.9pp | 49.45%+11.1pp | 1369.70%-1309.1pp |
| Employer contribution / active EE | $5,485 | $3,015+81.9% | $3,941+39.2% | $2,626+108.9% |
| Participant deferral / active EE | $13,064 | $7,747+68.6% | $8,090+61.5% | $4,350+200.4% |
| Admin fee / account holder | $3,402 | $1,336+154.6% | $7,904-57.0% | $1,945+75.0% |