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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 | $74,121 | $101,591-27.0% | $147,096-49.6% | $74,429-0.4% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 21.21% | 8746.45%-8725.2pp | 419.75%-398.5pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $7,698 | $3,813+101.9% | $4,936+56.0% | $2,625+193.3% |
| Participant deferral / active EE | $16,636 | $7,302+127.8% | $8,071+106.1% | $4,348+282.6% |
| Admin fee / account holder | $936 | $1,750-46.5% | $13,005-92.8% | $1,944-51.9% |