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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 | $202,373 | $101,591+99.2% | $147,096+37.6% | $74,429+171.9% |
| Participation rate | 77.2% | 75.5%+1.7pp | 82.2%-5.0pp | 67.2%+10.0pp |
| Annual return | 67.83% | 8746.45%-8678.6pp | 419.75%-351.9pp | 1368.38%-1300.6pp |
| Employer contribution / active EE | $27,425 | $3,813+619.3% | $4,936+455.6% | $2,625+944.8% |
| Participant deferral / active EE | $11,643 | $7,302+59.4% | $8,071+44.3% | $4,348+167.8% |
| Admin fee / account holder | $32,310 | $1,750+1746.3% | $13,005+148.4% | $1,944+1561.8% |