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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 | $63,491 | $82,678-23.2% | $125,391-49.4% | $68,490-7.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 43.71% | -5.97%+49.7pp | 572.41%-528.7pp | -7.85%+51.6pp |
| Employer contribution / active EE | $7,259 | $3,382+114.6% | $4,816+50.7% | $2,597+179.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $334 | $6,277-94.7% | $10,009-96.7% | $5,403-93.8% |