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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 | $78,187 | $102,393-23.6% | $147,041-46.8% | $80,911-3.4% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 15.52% | 134.95%-119.4pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,856 | $3,715+3.8% | $4,935-21.9% | $2,756+39.9% |
| Participant deferral / active EE | $8,379 | $6,647+26.1% | $8,071+3.8% | $4,297+95.0% |
| Admin fee / account holder | $6,584 | $7,943-17.1% | $13,006-49.4% | $6,935-5.1% |