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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 | $136,793 | $128,603+6.4% | $197,124-30.6% | $67,986+101.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 177.31% | 23.77%+153.5pp | 44.34%+133.0pp | 31.67%+145.6pp |
| Employer contribution / active EE | $4,963 | $4,379+13.3% | $6,227-20.3% | $2,019+145.8% |
| Participant deferral / active EE | $13,235 | $6,840+93.5% | $9,135+44.9% | $3,358+294.1% |
| Admin fee / account holder | $11,216 | $3,035+269.6% | $16,298-31.2% | $3,203+250.2% |