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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 | $70,150 | $104,479-32.9% | $159,474-56.0% | $79,391-11.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 50.28% | 67.98%-17.7pp | 263.68%-213.4pp | 116.88%-66.6pp |
| Employer contribution / active EE | $16,818 | $3,417+392.2% | $4,831+248.1% | $2,428+592.7% |
| Participant deferral / active EE | $17,419 | $6,468+169.3% | $7,353+136.9% | $4,046+330.5% |
| Admin fee / account holder | $2,193 | $711+208.3% | $10,802-79.7% | $627+250.0% |