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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 | $101,672+99.0% | $147,117+37.6% | $74,478+171.7% |
| Participation rate | 77.2% | 75.5%+1.7pp | 82.2%-5.0pp | 67.2%+10.0pp |
| Annual return | 67.83% | 8757.83%-8690.0pp | 420.54%-352.7pp | 1370.56%-1302.7pp |
| Employer contribution / active EE | $27,425 | $3,813+619.2% | $4,932+456.0% | $2,626+944.2% |
| Participant deferral / active EE | $11,643 | $7,305+59.4% | $8,065+44.4% | $4,350+167.6% |
| Admin fee / account holder | $32,310 | $1,753+1743.0% | $12,993+148.7% | $1,946+1560.5% |