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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 | $110,330 | $102,385+7.8% | $147,080-25.0% | $80,935+36.3% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.71% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-18.9pp |
| Employer contribution / active EE | $8,856 | $3,717+138.3% | $4,933+79.5% | $2,757+221.2% |
| Participant deferral / active EE | $11,622 | $6,651+74.7% | $8,066+44.1% | $4,299+170.3% |
| Admin fee / account holder | $8,932 | $7,951+12.3% | $12,989-31.2% | $6,924+29.0% |