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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 | $55,833 | $101,539-45.0% | $147,041-62.0% | $74,400-25.0% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.9pp | 67.2%+17.8pp |
| Annual return | 28.79% | 8740.84%-8712.1pp | 419.21%-390.4pp | 1367.51%-1338.7pp |
| Employer contribution / active EE | $3,246 | $3,811-14.8% | $4,935-34.2% | $2,624+23.7% |
| Participant deferral / active EE | $7,564 | $7,304+3.6% | $8,071-6.3% | $4,348+74.0% |
| Admin fee / account holder | $690 | $1,749-60.6% | $13,006-94.7% | $1,944-64.5% |