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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 | $79,550 | $99,957-20.4% | $149,715-46.9% | $73,493+8.2% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 38.14% | 53.87%-15.7pp | 276.66%-238.5pp | 28.51%+9.6pp |
| Employer contribution / active EE | $5,520 | $3,191+73.0% | $4,645+18.9% | $2,270+143.2% |
| Participant deferral / active EE | $13,577 | $6,073+123.6% | $6,842+98.4% | $3,740+263.0% |
| Admin fee / account holder | $2,505 | $551+354.9% | $9,310-73.1% | $513+388.3% |