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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 | $58,258-79.7% | $81,820-85.5% | $80,925-85.4% |
| Participation rate | 91.0% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 82.96% | 41.76%+41.2pp | 777.93%-695.0pp | 35.65%+47.3pp |
| Employer contribution / active EE | $1,639 | $2,345-30.1% | $2,915-43.8% | $2,756-40.5% |
| Participant deferral / active EE | $2,213 | $3,284-32.6% | $4,323-48.8% | $4,299-48.5% |
| Admin fee / account holder | $1,590 | $4,976-68.1% | $7,391-78.5% | $6,940-77.1% |