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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 | $88,074 | $79,694+10.5% | $96,161-8.4% | $79,393+10.9% |
| Participation rate | 79.5% | 54.0%+25.5pp | 68.4%+11.0pp | 70.7%+8.7pp |
| Annual return | 373.03% | 40.84%+332.2pp | 192.01%+181.0pp | 116.87%+256.2pp |
| Employer contribution / active EE | $1,170 | $1,443-18.9% | $2,798-58.2% | $2,428-51.8% |
| Participant deferral / active EE | $3,436 | $2,539+35.3% | $4,349-21.0% | $4,046-15.1% |
| Admin fee / account holder | $1,752 | $630+178.0% | $5,538-68.4% | $627+179.6% |