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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 | $80,286 | $58,234+37.9% | $81,783-1.8% | $80,874-0.7% |
| Participation rate | 91.0% | 63.4%+27.6pp | 72.4%+18.7pp | 67.6%+23.4pp |
| Annual return | 66.13% | 41.70%+24.4pp | 775.05%-708.9pp | 35.62%+30.5pp |
| Employer contribution / active EE | $8,701 | $2,341+271.6% | $2,913+198.7% | $2,756+215.8% |
| Participant deferral / active EE | $3,821 | $3,283+16.4% | $4,320-11.6% | $4,297-11.1% |
| Admin fee / account holder | $4,866 | $4,982-2.3% | $7,380-34.1% | $6,935-29.8% |