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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 | $134,835 | $102,393+31.7% | $147,041-8.3% | $80,911+66.6% |
| Participation rate | 96.6% | 75.9%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 95.87% | 134.95%-39.1pp | 419.21%-323.3pp | 35.63%+60.2pp |
| Employer contribution / active EE | $5,861 | $3,715+57.8% | $4,935+18.8% | $2,756+112.7% |
| Participant deferral / active EE | $13,951 | $6,647+109.9% | $8,071+72.9% | $4,297+224.7% |
| Admin fee / account holder | $11,118 | $7,943+40.0% | $13,006-14.5% | $6,935+60.3% |