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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 | $101,539-41.9% | $147,041-59.9% | $74,400-20.8% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 123.66% | 8740.84%-8617.2pp | 419.21%-295.5pp | 1367.51%-1243.9pp |
| Employer contribution / active EE | $16,148 | $3,811+323.7% | $4,935+227.2% | $2,624+515.3% |
| Participant deferral / active EE | $11,996 | $7,304+64.2% | $8,071+48.6% | $4,348+175.9% |
| Admin fee / account holder | $1,048 | $1,749-40.1% | $13,006-91.9% | $1,944-46.1% |