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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 | $72,806 | $101,672-28.4% | $147,117-50.5% | $74,478-2.2% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.8pp | 67.2%+11.1pp |
| Annual return | 42.65% | 8757.83%-8715.2pp | 420.54%-377.9pp | 1370.56%-1327.9pp |
| Employer contribution / active EE | $4,276 | $3,813+12.1% | $4,932-13.3% | $2,626+62.8% |
| Participant deferral / active EE | $9,544 | $7,305+30.7% | $8,065+18.3% | $4,350+119.4% |
| Admin fee / account holder | $7,674 | $1,753+337.7% | $12,993-40.9% | $1,946+294.4% |