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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 | $146,171 | $75,962+92.4% | $154,111-5.2% | $64,173+127.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.18% | 30.32%-34.5pp | 735.18%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,756 | $3,350+101.7% | $5,298+27.5% | $2,381+183.8% |
| Participant deferral / active EE | $5,887 | $3,175+85.4% | $5,081+15.9% | $3,470+69.7% |
| Admin fee / account holder | $1,900 | $5,589-66.0% | $13,411-85.8% | $4,887-61.1% |