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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 | $101,499+9.5% | $147,005-24.4% | $74,546+49.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.63% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,437 | $3,811-9.8% | $4,934-30.3% | $2,624+31.0% |
| Participant deferral / active EE | $10,605 | $7,304+45.2% | $8,070+31.4% | $4,347+143.9% |
| Admin fee / account holder | $6,116 | $1,748+249.9% | $13,006-53.0% | $1,944+214.7% |