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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 | $163,391 | $102,382+59.6% | $147,005+11.1% | $80,874+102.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.99% | 134.89%-117.9pp | 418.76%-401.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $24,446 | $6,646+267.8% | $8,070+202.9% | $4,297+468.9% |
| Admin fee / account holder | $13,323 | $7,942+67.7% | $13,006+2.4% | $6,935+92.1% |