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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 | $102,974 | $63,346+62.6% | $92,240+11.6% | $70,126+46.8% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.3pp |
| Annual return | 15.02% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $7,730 | $2,471+212.8% | $3,680+110.1% | $2,343+230.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,022 | $3,841-21.3% | $5,194-41.8% | $4,645-34.9% |