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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 | $79,274 | $101,499-21.9% | $147,005-46.1% | $74,546+6.3% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.2pp | 67.2%+14.8pp |
| Annual return | 17.23% | 8732.34%-8715.1pp | 418.76%-401.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $4,104 | $3,811+7.7% | $4,934-16.8% | $2,624+56.4% |
| Participant deferral / active EE | $8,062 | $7,304+10.4% | $8,070-0.1% | $4,347+85.4% |
| Admin fee / account holder | $1,564 | $1,748-10.5% | $13,006-88.0% | $1,944-19.5% |