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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 | $43,394 | $101,672-57.3% | $147,117-70.5% | $74,478-41.7% |
| Participation rate | 93.2% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 31.39% | 8757.83%-8726.4pp | 420.54%-389.2pp | 1370.56%-1339.2pp |
| Employer contribution / active EE | $4,602 | $3,813+20.7% | $4,932-6.7% | $2,626+75.2% |
| Participant deferral / active EE | $8,204 | $7,305+12.3% | $8,065+1.7% | $4,350+88.6% |
| Admin fee / account holder | $1,505 | $1,753-14.1% | $12,993-88.4% | $1,946-22.6% |