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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 | $246,756 | $91,474+169.8% | $135,982+81.5% | $71,529+245.0% |
| Participation rate | 88.0% | 75.7%+12.3pp | 81.9%+6.1pp | 67.9%+20.1pp |
| Annual return | 472.93% | 29.89%+443.0pp | 68.32%+404.6pp | 28.97%+444.0pp |
| Employer contribution / active EE | $20,495 | $3,705+453.1% | $4,859+321.8% | $2,590+691.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $12,846 | $1,267+913.7% | $10,767+19.3% | $1,588+708.7% |