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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 | $79,464 | $101,591-21.8% | $147,096-46.0% | $74,429+6.8% |
| Participation rate | 76.1% | 75.5%+0.6pp | 82.2%-6.1pp | 67.2%+8.9pp |
| Annual return | 17.88% | 8746.45%-8728.6pp | 419.75%-401.9pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,021 | $7,302+64.6% | $8,071+48.9% | $4,348+176.5% |
| Admin fee / account holder | $2,907 | $1,750+66.1% | $13,005-77.6% | $1,944+49.5% |