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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 | $151,929 | $73,863+105.7% | $143,797+5.7% | $68,490+121.8% |
| Participation rate | 90.8% | 66.7%+24.1pp | 80.3%+10.5pp | 67.9%+22.9pp |
| Annual return | -15.99% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $7,748 | $3,185+143.3% | $4,952+56.5% | $2,597+198.4% |
| Participant deferral / active EE | $7,303 | $3,385+115.7% | $5,638+29.5% | $4,028+81.3% |
| Admin fee / account holder | $431 | $5,756-92.5% | $14,679-97.1% | $5,403-92.0% |