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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 | $72,909 | $69,708+4.6% | $67,560+7.9% | $74,478-2.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 15.91% | -40.67%+56.6pp | 3533.50%-3517.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $3,434 | $2,715+26.5% | $2,737+25.5% | $2,626+30.8% |
| Participant deferral / active EE | $7,619 | $3,637+109.5% | $4,004+90.3% | $4,350+75.1% |
| Admin fee / account holder | $3,971 | $887+347.6% | $3,994-0.6% | $1,946+104.1% |