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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 | $11,851 | $58,234-79.6% | $81,783-85.5% | $80,874-85.3% |
| Participation rate | 91.0% | 63.4%+27.6pp | 72.4%+18.7pp | 67.6%+23.4pp |
| Annual return | 82.96% | 41.70%+41.3pp | 775.05%-692.1pp | 35.62%+47.3pp |
| Employer contribution / active EE | $1,639 | $2,341-30.0% | $2,913-43.7% | $2,756-40.5% |
| Participant deferral / active EE | $2,213 | $3,283-32.6% | $4,320-48.8% | $4,297-48.5% |
| Admin fee / account holder | $1,590 | $4,982-68.1% | $7,380-78.5% | $6,935-77.1% |