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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 | $58,195 | $59,467-2.1% | $93,727-37.9% | $74,478-21.9% |
| Participation rate | 99.2% | 59.6%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 148376.16% | 82.14%+148294.0pp | 133.83%+148242.3pp | 1370.56%+147005.6pp |
| Employer contribution / active EE | $1,597 | $1,267+26.1% | $2,421-34.0% | $2,626-39.2% |
| Participant deferral / active EE | $5,028 | $3,052+64.8% | $4,417+13.8% | $4,350+15.6% |
| Admin fee / account holder | $4,217 | $3,028+39.3% | $8,292-49.1% | $1,946+116.7% |