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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 | $101,591-28.3% | $147,096-50.5% | $74,429-2.2% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.8pp | 67.2%+11.1pp |
| Annual return | 42.65% | 8746.45%-8703.8pp | 419.75%-377.1pp | 1368.38%-1325.7pp |
| Employer contribution / active EE | $4,276 | $3,813+12.1% | $4,936-13.4% | $2,625+62.9% |
| Participant deferral / active EE | $9,544 | $7,302+30.7% | $8,071+18.3% | $4,348+119.5% |
| Admin fee / account holder | $7,674 | $1,750+338.5% | $13,005-41.0% | $1,944+294.7% |