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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 | $247,248 | $75,962+225.5% | $154,108+60.4% | $64,173+285.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.73% | 30.32%-37.1pp | 735.21%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $16,223 | $3,350+384.3% | $5,298+206.2% | $2,381+581.4% |
| Participant deferral / active EE | $3,245 | $3,175+2.2% | $5,081-36.1% | $3,470-6.5% |
| Admin fee / account holder | $12,512 | $5,589+123.9% | $13,411-6.7% | $4,887+156.0% |