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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 | $138,620 | $101,653+36.4% | $147,080-5.8% | $74,459+86.2% |
| Participation rate | 80.5% | 75.6%+5.0pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 16.81% | 8754.98%-8738.2pp | 420.17%-403.4pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $2,729 | $3,813-28.4% | $4,933-44.7% | $2,626+3.9% |
| Participant deferral / active EE | $9,083 | $7,304+24.3% | $8,066+12.6% | $4,350+108.8% |
| Admin fee / account holder | $5,459 | $1,752+211.7% | $12,989-58.0% | $1,945+180.7% |