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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 | $101,591+15.9% | $147,096-19.9% | $74,429+58.2% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 15.27% | 8746.45%-8731.2pp | 419.75%-404.5pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $3,490 | $3,813-8.5% | $4,936-29.3% | $2,625+33.0% |
| Participant deferral / active EE | $6,592 | $7,302-9.7% | $8,071-18.3% | $4,348+51.6% |
| Admin fee / account holder | $5,699 | $1,750+225.7% | $13,005-56.2% | $1,944+193.1% |