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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 | $89,532 | $101,591-11.9% | $147,096-39.1% | $74,429+20.3% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 18.67% | 8746.45%-8727.8pp | 419.75%-401.1pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $6,852 | $3,813+79.7% | $4,936+38.8% | $2,625+161.0% |
| Participant deferral / active EE | $3,705 | $7,302-49.3% | $8,071-54.1% | $4,348-14.8% |
| Admin fee / account holder | $2,127 | $1,750+21.5% | $13,005-83.6% | $1,944+9.4% |