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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 | $63,891 | $101,653-37.1% | $147,080-56.6% | $74,459-14.2% |
| Participation rate | 86.4% | 75.6%+10.8pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 18.59% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $4,691 | $3,813+23.0% | $4,933-4.9% | $2,626+78.6% |
| Participant deferral / active EE | $8,334 | $7,304+14.1% | $8,066+3.3% | $4,350+91.6% |
| Admin fee / account holder | $1,184 | $1,752-32.4% | $12,989-90.9% | $1,945-39.1% |