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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 | $88,856 | $41,151+115.9% | $80,648+10.2% | $71,529+24.2% |
| Participation rate | 97.4% | 50.2%+47.1pp | 67.0%+30.4pp | 67.9%+29.4pp |
| Annual return | 548.65% | 38.49%+510.2pp | 937.21%-388.6pp | 28.97%+519.7pp |
| Employer contribution / active EE | $617 | $1,513-59.2% | $2,724-77.3% | $2,590-76.2% |
| Participant deferral / active EE | $1,359 | $2,700-49.7% | $4,443-69.4% | $4,291-68.3% |
| Admin fee / account holder | $891 | $1,842-51.6% | $5,382-83.4% | $1,588-43.9% |