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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 | $58,957 | $101,672-42.0% | $147,117-59.9% | $74,478-20.8% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 123.66% | 8757.83%-8634.2pp | 420.54%-296.9pp | 1370.56%-1246.9pp |
| Employer contribution / active EE | $16,148 | $3,813+323.5% | $4,932+227.4% | $2,626+514.8% |
| Participant deferral / active EE | $11,996 | $7,305+64.2% | $8,065+48.8% | $4,350+175.8% |
| Admin fee / account holder | $1,048 | $1,753-40.2% | $12,993-91.9% | $1,946-46.2% |