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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 | $84,704 | $101,653-16.7% | $147,080-42.4% | $74,459+13.8% |
| Participation rate | 82.2% | 75.6%+6.6pp | 82.2%0pp | 67.2%+15.0pp |
| Annual return | 13.90% | 8754.98%-8741.1pp | 420.17%-406.3pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $5,254 | $3,813+37.8% | $4,933+6.5% | $2,626+100.1% |
| Participant deferral / active EE | $7,537 | $7,304+3.2% | $8,066-6.6% | $4,350+73.3% |
| Admin fee / account holder | $5,444 | $1,752+210.8% | $12,989-58.1% | $1,945+179.9% |