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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 | $22,493 | $58,320-61.4% | $86,439-74.0% | $66,930-66.4% |
| Participation rate | 89.5% | 78.6%+10.9pp | 80.3%+9.1pp | 69.8%+19.7pp |
| Annual return | 88.05% | -9.71%+97.8pp | 4395.55%-4307.5pp | 1.57%+86.5pp |
| Employer contribution / active EE | $5,295 | $2,615+102.4% | $3,769+40.5% | $2,545+108.0% |
| Participant deferral / active EE | $5,679 | $6,899-17.7% | $6,952-18.3% | $4,238+34.0% |
| Admin fee / account holder | $2,535 | $546+364.4% | $6,732-62.3% | $593+327.2% |