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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 | $79,045-26.2% | $100,378-41.9% | $74,429-21.6% |
| Participation rate | 94.4% | 79.4%+15.0pp | 81.5%+12.9pp | 67.2%+27.2pp |
| Annual return | 60.55% | 20.61%+39.9pp | 49.41%+11.1pp | 1368.38%-1307.8pp |
| Employer contribution / active EE | $5,485 | $3,015+81.9% | $3,942+39.2% | $2,625+109.0% |
| Participant deferral / active EE | $13,064 | $7,751+68.5% | $8,087+61.5% | $4,348+200.4% |
| Admin fee / account holder | $3,402 | $1,335+154.9% | $7,899-56.9% | $1,944+75.0% |