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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 | $99,550 | $60,504+64.5% | $81,882+21.6% | $74,478+33.7% |
| Participation rate | 74.5% | 62.9%+11.6pp | 72.4%+2.1pp | 67.2%+7.3pp |
| Annual return | 15.32% | 16.91%-1.6pp | 779.47%-764.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,807 | $2,627-31.2% | $2,916-38.0% | $2,626-31.2% |
| Participant deferral / active EE | $6,969 | $3,400+105.0% | $4,323+61.2% | $4,350+60.2% |
| Admin fee / account holder | $5,708 | $1,492+282.6% | $7,360-22.4% | $1,946+193.4% |