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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 | $203,189 | $82,674+145.8% | $125,363+62.1% | $68,495+196.6% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.4pp | 67.9%+20.8pp |
| Annual return | -11.78% | -5.97%-5.8pp | 572.15%-583.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $6,983 | $3,382+106.5% | $4,815+45.0% | $2,596+168.9% |
| Participant deferral / active EE | $7,914 | $6,111+29.5% | $7,447+6.3% | $4,028+96.5% |
| Admin fee / account holder | $20,231 | $6,276+222.3% | $10,005+102.2% | $5,403+274.4% |