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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 | $58,311-79.7% | $81,882-85.5% | $80,959-85.4% |
| Participation rate | 91.0% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 82.96% | 41.85%+41.1pp | 779.47%-696.5pp | 35.67%+47.3pp |
| Employer contribution / active EE | $1,639 | $2,347-30.2% | $2,916-43.8% | $2,757-40.6% |
| Participant deferral / active EE | $2,213 | $3,287-32.7% | $4,323-48.8% | $4,300-48.5% |
| Admin fee / account holder | $1,590 | $4,752-66.5% | $7,360-78.4% | $6,925-77.0% |