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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 | $101,499-37.1% | $147,005-56.5% | $74,546-14.3% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 18.59% | 8732.34%-8713.8pp | 418.76%-400.2pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $4,691 | $3,811+23.1% | $4,934-4.9% | $2,624+78.7% |
| Participant deferral / active EE | $8,334 | $7,304+14.1% | $8,070+3.3% | $4,347+91.7% |
| Admin fee / account holder | $1,184 | $1,748-32.3% | $13,006-90.9% | $1,944-39.1% |