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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 | $117,763 | $101,672+15.8% | $147,117-20.0% | $74,478+58.1% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 15.27% | 8757.83%-8742.6pp | 420.54%-405.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $3,490 | $3,813-8.5% | $4,932-29.2% | $2,626+32.9% |
| Participant deferral / active EE | $6,592 | $7,305-9.8% | $8,065-18.3% | $4,350+51.5% |
| Admin fee / account holder | $5,699 | $1,753+225.1% | $12,993-56.1% | $1,946+192.9% |