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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 | $178,223 | $73,839+141.4% | $143,788+23.9% | $68,495+160.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.33% | 1.01%-16.3pp | -0.03%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,643 | $3,184+171.5% | $4,952+74.6% | $2,596+232.9% |
| Participant deferral / active EE | $7,044 | $3,384+108.1% | $5,638+24.9% | $4,028+74.9% |
| Admin fee / account holder | $10,771 | $5,755+87.2% | $14,675-26.6% | $5,403+99.3% |