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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 | $81,927 | $73,459+11.5% | $178,528-54.1% | $74,429+10.1% |
| Participation rate | 94.2% | 66.5%+27.6pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 37.91% | 17.50%+20.4pp | 27.11%+10.8pp | 1368.38%-1330.5pp |
| Employer contribution / active EE | $12,280 | $2,219+453.4% | $3,950+210.9% | $2,625+367.8% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,278-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,806 | $1,812+220.4% | $10,419-44.3% | $1,944+198.6% |