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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 | $101,653-11.9% | $147,080-39.1% | $74,459+20.2% |
| Participation rate | 85.1% | 75.6%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 18.67% | 8754.98%-8736.3pp | 420.17%-401.5pp | 1369.70%-1351.0pp |
| Employer contribution / active EE | $6,852 | $3,813+79.7% | $4,933+38.9% | $2,626+160.9% |
| Participant deferral / active EE | $3,705 | $7,304-49.3% | $8,066-54.1% | $4,350-14.8% |
| Admin fee / account holder | $2,127 | $1,752+21.4% | $12,989-83.6% | $1,945+9.4% |