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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 | $82,674-23.2% | $125,363-49.4% | $68,495-7.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 43.71% | -5.97%+49.7pp | 572.15%-528.4pp | -7.84%+51.6pp |
| Employer contribution / active EE | $7,259 | $3,382+114.6% | $4,815+50.8% | $2,596+179.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $334 | $6,276-94.7% | $10,005-96.7% | $5,403-93.8% |