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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 | $84,502 | $104,482-19.1% | $159,455-47.0% | $79,393+6.4% |
| Participation rate | 99.1% | 76.6%+22.5pp | 82.8%+16.2pp | 70.7%+28.4pp |
| Annual return | 107.05% | 67.96%+39.1pp | 263.63%-156.6pp | 116.87%-9.8pp |
| Employer contribution / active EE | $1,518 | $3,416-55.6% | $4,830-68.6% | $2,428-37.5% |
| Participant deferral / active EE | $6,602 | $6,467+2.1% | $7,353-10.2% | $4,046+63.2% |
| Admin fee / account holder | $7,036 | $711+889.3% | $10,800-34.9% | $627+1023.1% |