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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 | $78,455 | $88,203-11.1% | $165,100-52.5% | $74,478+5.3% |
| Participation rate | 75.1% | 73.1%+2.0pp | 78.6%-3.5pp | 67.2%+7.9pp |
| Annual return | 127.56% | 17.13%+110.4pp | 70.21%+57.4pp | 1370.56%-1243.0pp |
| Employer contribution / active EE | $2,548 | $2,601-2.0% | $4,348-41.4% | $2,626-3.0% |
| Participant deferral / active EE | $7,170 | $4,505+59.2% | $6,035+18.8% | $4,350+64.8% |
| Admin fee / account holder | $6,332 | $2,235+183.3% | $12,696-50.1% | $1,946+225.4% |