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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 | $12,529 | $44,103-71.6% | $75,826-83.5% | $64,173-80.5% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | 65.85% | -4.72%+70.6pp | 1914.15%-1848.3pp | 7.63%+58.2pp |
| Employer contribution / active EE | $1,512 | $1,446+4.6% | $1,913-21.0% | $2,381-36.5% |
| Participant deferral / active EE | $2,882 | $2,204+30.7% | $2,862+0.7% | $3,470-16.9% |
| Admin fee / account holder | $8,103 | $3,506+131.1% | $4,726+71.5% | $4,887+65.8% |