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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 | $44,338 | $55,453-20.0% | $170,435-74.0% | $62,293-28.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 116.80% | 21.38%+95.4pp | 205.94%-89.1pp | 28.90%+87.9pp |
| Employer contribution / active EE | $2,378 | $2,164+9.9% | $5,432-56.2% | $2,042+16.5% |
| Participant deferral / active EE | $3,887 | $2,303+68.8% | $4,939-21.3% | $3,169+22.6% |
| Admin fee / account holder | $1,937 | $455+325.8% | $13,881-86.0% | $479+304.2% |