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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 | $101,591+36.4% | $147,096-5.8% | $74,429+86.2% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 16.81% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $2,729 | $3,813-28.4% | $4,936-44.7% | $2,625+4.0% |
| Participant deferral / active EE | $9,083 | $7,302+24.4% | $8,071+12.5% | $4,348+108.9% |
| Admin fee / account holder | $5,459 | $1,750+211.9% | $13,005-58.0% | $1,944+180.8% |