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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 | $111,110 | $101,672+9.3% | $147,117-24.5% | $74,478+49.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.63% | 8757.83%-8743.2pp | 420.54%-405.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $3,437 | $3,813-9.9% | $4,932-30.3% | $2,626+30.9% |
| Participant deferral / active EE | $10,605 | $7,305+45.2% | $8,065+31.5% | $4,350+143.8% |
| Admin fee / account holder | $6,116 | $1,753+248.9% | $12,993-52.9% | $1,946+214.3% |