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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 | $112,489 | $59,006+90.6% | $97,295+15.6% | $74,478+51.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 117.24% | 16.04%+101.2pp | 75.62%+41.6pp | 1370.56%-1253.3pp |
| Employer contribution / active EE | $13,171 | $1,894+595.5% | $2,723+383.7% | $2,626+401.5% |
| Participant deferral / active EE | $12,404 | $3,671+237.9% | $4,264+190.9% | $4,350+185.1% |
| Admin fee / account holder | $21,315 | $1,974+979.8% | $5,646+277.5% | $1,946+995.5% |