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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 | $87,500 | $70,587+24.0% | $124,694-29.8% | $85,851+1.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 28.68% | 20688.83%-20660.2pp | 5144.82%-5116.1pp | 318.63%-290.0pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,799 | $2,969+28.0% | $4,615-17.7% | $3,952-3.9% |
| Admin fee / account holder | $2,691 | $5,282-49.1% | $7,495-64.1% | $6,261-57.0% |