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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 | $42,475 | $80,753-47.4% | $136,298-68.8% | $62,293-31.8% |
| Participation rate | 84.8% | 73.5%+11.2pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 305.25% | 35.83%+269.4pp | 5156.27%-4851.0pp | 28.90%+276.4pp |
| Employer contribution / active EE | $10,330 | $2,884+258.2% | $4,696+120.0% | $2,042+405.8% |
| Participant deferral / active EE | $10,226 | $5,164+98.0% | $6,247+63.7% | $3,169+222.7% |
| Admin fee / account holder | $825 | $525+57.0% | $9,244-91.1% | $479+72.1% |