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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 | $29,402 | $46,722-37.1% | $130,660-77.5% | $65,185-54.9% |
| Participation rate | 87.9% | 60.9%+27.0pp | 71.7%+16.2pp | 70.2%+17.7pp |
| Annual return | 43.58% | 24.17%+19.4pp | 1709.29%-1665.7pp | 29.38%+14.2pp |
| Employer contribution / active EE | $4,180 | $1,488+181.0% | $4,092+2.2% | $2,177+92.0% |
| Participant deferral / active EE | $4,706 | $2,545+84.9% | $3,603+30.6% | $3,514+33.9% |
| Admin fee / account holder | $406 | $453-10.3% | $5,463-92.6% | $847-52.0% |