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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 | $76,039 | $101,499-25.1% | $147,005-48.3% | $74,546+2.0% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 14.59% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,140 | $3,811-17.6% | $4,934-36.4% | $2,624+19.6% |
| Participant deferral / active EE | $13,292 | $7,304+82.0% | $8,070+64.7% | $4,347+205.7% |
| Admin fee / account holder | $2,673 | $1,748+52.9% | $13,006-79.4% | $1,944+37.5% |