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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 | $69,976 | $57,312+22.1% | $86,617-19.2% | $75,181-6.9% |
| Participation rate | 96.5% | 63.2%+33.3pp | 71.7%+24.8pp | 67.2%+29.3pp |
| Annual return | 17.28% | 2672.78%-2655.5pp | 591.91%-574.6pp | 160.69%-143.4pp |
| Employer contribution / active EE | $4,455 | $2,315+92.4% | $3,023+47.3% | $2,671+66.8% |
| Participant deferral / active EE | $4,440 | $3,319+33.8% | $4,437+0.1% | $4,126+7.6% |
| Admin fee / account holder | $1,921 | $4,114-53.3% | $5,613-65.8% | $5,650-66.0% |