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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 | $119,355 | $60,393+97.6% | $81,820+45.9% | $74,429+60.4% |
| Participation rate | 93.0% | 62.9%+30.1pp | 72.4%+20.6pp | 67.2%+25.8pp |
| Annual return | 50.86% | 16.89%+34.0pp | 777.93%-727.1pp | 1368.38%-1317.5pp |
| Employer contribution / active EE | $7,057 | $2,626+168.7% | $2,915+142.1% | $2,625+168.9% |
| Participant deferral / active EE | $6,946 | $3,397+104.5% | $4,323+60.7% | $4,348+59.7% |
| Admin fee / account holder | $10,522 | $1,491+605.8% | $7,391+42.4% | $1,944+441.2% |