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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 | $65,600 | $101,672-35.5% | $147,117-55.4% | $74,478-11.9% |
| Participation rate | 78.1% | 75.5%+2.5pp | 82.2%-4.1pp | 67.2%+10.8pp |
| Annual return | 27.35% | 8757.83%-8730.5pp | 420.54%-393.2pp | 1370.56%-1343.2pp |
| Employer contribution / active EE | $2,976 | $3,813-22.0% | $4,932-39.7% | $2,626+13.3% |
| Participant deferral / active EE | $6,510 | $7,305-10.9% | $8,065-19.3% | $4,350+49.6% |
| Admin fee / account holder | $4,457 | $1,753+154.2% | $12,993-65.7% | $1,946+129.1% |