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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 | $50,012 | $77,817-35.7% | $123,553-59.5% | $64,173-22.1% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | 146.57% | 12.49%+134.1pp | 119.21%+27.4pp | 7.63%+138.9pp |
| Employer contribution / active EE | $3,356 | $3,014+11.4% | $4,628-27.5% | $2,381+41.0% |
| Participant deferral / active EE | $5,595 | $5,240+6.8% | $6,426-12.9% | $3,470+61.2% |
| Admin fee / account holder | $1,508 | $5,519-72.7% | $9,284-83.8% | $4,887-69.1% |