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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 | $59,456-2.1% | $93,669-37.9% | $74,429-21.8% |
| Participation rate | 99.2% | 59.6%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 148376.16% | 82.00%+148294.2pp | 133.59%+148242.6pp | 1368.38%+147007.8pp |
| Employer contribution / active EE | $1,597 | $1,266+26.2% | $2,424-34.1% | $2,625-39.1% |
| Participant deferral / active EE | $5,028 | $3,052+64.7% | $4,416+13.9% | $4,348+15.6% |
| Admin fee / account holder | $4,217 | $3,026+39.4% | $8,291-49.1% | $1,944+116.9% |