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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 | $101,591-35.4% | $147,096-55.4% | $74,429-11.9% |
| Participation rate | 78.1% | 75.5%+2.5pp | 82.2%-4.1pp | 67.2%+10.9pp |
| Annual return | 27.35% | 8746.45%-8719.1pp | 419.75%-392.4pp | 1368.38%-1341.0pp |
| Employer contribution / active EE | $2,976 | $3,813-22.0% | $4,936-39.7% | $2,625+13.4% |
| Participant deferral / active EE | $6,510 | $7,302-10.9% | $8,071-19.3% | $4,348+49.7% |
| Admin fee / account holder | $4,457 | $1,750+154.7% | $13,005-65.7% | $1,944+129.2% |