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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 | $105,792 | $63,346+67.0% | $92,240+14.7% | $70,126+50.9% |
| Participation rate | 94.4% | 68.7%+25.7pp | 76.5%+17.9pp | 69.5%+24.8pp |
| Annual return | 13.14% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $11,730 | $2,471+374.6% | $3,680+218.8% | $2,343+400.7% |
| Participant deferral / active EE | $6,287 | $2,854+120.3% | $3,897+61.3% | $3,332+88.7% |
| Admin fee / account holder | $6,283 | $3,841+63.6% | $5,194+21.0% | $4,645+35.3% |