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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 | $27,612 | $41,150-32.9% | $80,607-65.7% | $71,495-61.4% |
| Participation rate | 87.4% | 50.3%+37.1pp | 67.0%+20.4pp | 67.9%+19.4pp |
| Annual return | 129.91% | 38.48%+91.4pp | 936.11%-806.2pp | 28.85%+101.1pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,724-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,735 | $2,701+297.4% | $4,448+141.4% | $4,291+150.2% |
| Admin fee / account holder | $1,164 | $1,841-36.8% | $5,379-78.4% | $1,588-26.7% |