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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 | $64,010 | $101,591-37.0% | $147,096-56.5% | $74,429-14.0% |
| Participation rate | 77.0% | 75.5%+1.5pp | 82.2%-5.2pp | 67.2%+9.8pp |
| Annual return | 20.03% | 8746.45%-8726.4pp | 419.75%-399.7pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $1,115 | $3,813-70.7% | $4,936-77.4% | $2,625-57.5% |
| Participant deferral / active EE | $6,184 | $7,302-15.3% | $8,071-23.4% | $4,348+42.2% |
| Admin fee / account holder | $10,237 | $1,750+484.9% | $13,005-21.3% | $1,944+426.5% |