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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 | $101,591-42.0% | $147,096-59.9% | $74,429-20.8% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 123.66% | 8746.45%-8622.8pp | 419.75%-296.1pp | 1368.38%-1244.7pp |
| Employer contribution / active EE | $16,148 | $3,813+323.5% | $4,936+227.1% | $2,625+515.2% |
| Participant deferral / active EE | $11,996 | $7,302+64.3% | $8,071+48.6% | $4,348+175.9% |
| Admin fee / account holder | $1,048 | $1,750-40.1% | $13,005-91.9% | $1,944-46.1% |