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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 | $101,499-41.9% | $147,005-59.9% | $74,546-20.9% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 123.66% | 8732.34%-8608.7pp | 418.76%-295.1pp | 1366.03%-1242.4pp |
| Employer contribution / active EE | $16,148 | $3,811+323.7% | $4,934+227.3% | $2,624+515.3% |
| Participant deferral / active EE | $11,996 | $7,304+64.2% | $8,070+48.7% | $4,347+175.9% |
| Admin fee / account holder | $1,048 | $1,748-40.1% | $13,006-91.9% | $1,944-46.1% |