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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 | $69,510 | $99,957-30.5% | $149,730-53.6% | $73,493-5.4% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 53.08% | 53.87%-0.8pp | 276.70%-223.6pp | 28.51%+24.6pp |
| Employer contribution / active EE | $6,213 | $3,191+94.7% | $4,645+33.8% | $2,270+173.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,558 | $551+364.4% | $9,310-72.5% | $513+398.5% |