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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 | $86,871 | $61,166+42.0% | $185,837-53.3% | $79,393+9.4% |
| Participation rate | 83.5% | 66.6%+16.8pp | 81.7%+1.8pp | 70.7%+12.8pp |
| Annual return | 57.82% | 19.45%+38.4pp | 122.08%-64.3pp | 116.87%-59.0pp |
| Employer contribution / active EE | $29,639 | $2,321+1177.1% | $5,168+473.5% | $2,428+1120.9% |
| Participant deferral / active EE | $16,942 | $2,789+507.5% | $5,568+204.3% | $4,046+318.8% |
| Admin fee / account holder | $3,913 | $710+451.4% | $16,241-75.9% | $627+524.7% |