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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 | $101,276 | $58,264+73.8% | $86,617+16.9% | $71,495+41.7% |
| Participation rate | 76.7% | 65.0%+11.7pp | 71.7%+5.0pp | 67.9%+8.8pp |
| Annual return | 471.90% | 21.63%+450.3pp | 591.91%-120.0pp | 28.85%+443.0pp |
| Employer contribution / active EE | $2,363 | $2,574-8.2% | $3,023-21.8% | $2,589-8.7% |
| Participant deferral / active EE | $5,124 | $3,436+49.1% | $4,437+15.5% | $4,291+19.4% |
| Admin fee / account holder | $12,122 | $1,057+1046.8% | $5,613+116.0% | $1,588+663.5% |