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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 | $72,695 | $59,006+23.2% | $97,161-25.2% | $74,400-2.3% |
| Participation rate | 95.0% | 63.7%+31.3pp | 72.7%+22.3pp | 67.2%+27.8pp |
| Annual return | 40.39% | 16.04%+24.4pp | 75.36%-35.0pp | 1367.51%-1327.1pp |
| Employer contribution / active EE | $3,188 | $1,894+68.3% | $2,723+17.0% | $2,624+21.5% |
| Participant deferral / active EE | $6,860 | $3,671+86.9% | $4,265+60.8% | $4,348+57.8% |
| Admin fee / account holder | $5,708 | $1,974+189.2% | $5,647+1.1% | $1,944+193.7% |