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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 | $58,923+90.9% | $97,167+15.8% | $74,546+50.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 117.24% | 16.04%+101.2pp | 75.27%+42.0pp | 1366.03%-1248.8pp |
| Employer contribution / active EE | $13,171 | $1,894+595.5% | $2,729+382.6% | $2,624+401.9% |
| Participant deferral / active EE | $12,404 | $3,664+238.5% | $4,264+190.9% | $4,347+185.3% |
| Admin fee / account holder | $21,315 | $1,974+980.0% | $5,650+277.2% | $1,944+996.7% |