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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 | $60,454+97.4% | $81,844+45.8% | $74,459+60.3% |
| Participation rate | 93.0% | 63.0%+30.1pp | 72.4%+20.6pp | 67.2%+25.8pp |
| Annual return | 50.86% | 16.87%+34.0pp | 778.87%-728.0pp | 1369.70%-1318.8pp |
| Employer contribution / active EE | $7,057 | $2,630+168.4% | $2,916+142.0% | $2,626+168.7% |
| Participant deferral / active EE | $6,946 | $3,398+104.4% | $4,323+60.7% | $4,350+59.7% |
| Admin fee / account holder | $10,522 | $1,490+606.0% | $7,355+43.0% | $1,945+441.0% |