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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 | $103,756 | $91,536+13.4% | $130,062-20.2% | $75,177+38.0% |
| Participation rate | 83.0% | 71.5%+11.5pp | 78.5%+4.5pp | 67.2%+15.8pp |
| Annual return | 18.01% | -631.62%+649.6pp | -137.37%+155.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $5,805 | $2,845+104.0% | $4,322+34.3% | $2,671+117.3% |
| Participant deferral / active EE | $8,195 | $4,343+88.7% | $5,821+40.8% | $4,126+98.6% |
| Admin fee / account holder | $17,142 | $6,780+152.8% | $10,601+61.7% | $5,651+203.3% |