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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 | $100,670 | $54,672+84.1% | $80,022+25.8% | - |
| Participation rate | 93.9% | 65.0%+28.9pp | 75.8%+18.1pp | - |
| Annual return | -2.94% | -8.02%+5.1pp | 11.22%-14.2pp | - |
| Employer contribution / active EE | $2,201 | $1,529+44.0% | $2,468-10.8% | - |
| Participant deferral / active EE | $4,098 | $2,794+46.7% | $3,686+11.2% | - |
| Admin fee / account holder | $15,998 | $4,207+280.3% | $6,521+145.3% | - |