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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 | $19,886 | $49,199-59.6% | $121,210-83.6% | $75,177-73.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.47% | 56.04%-37.6pp | 987.41%-968.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,914 | $2,630+10.8% | $4,084-28.6% | $4,126-29.4% |
| Admin fee / account holder | $1,645 | $3,946-58.3% | $5,647-70.9% | $5,651-70.9% |