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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 | $72,103 | $63,053+14.4% | $86,235-16.4% | - |
| Participation rate | 85.9% | 59.8%+26.0pp | 69.0%+16.9pp | - |
| Annual return | 16.53% | 12.64%+3.9pp | 1170.03%-1153.5pp | - |
| Employer contribution / active EE | $657 | $1,503-56.3% | $2,381-72.4% | - |
| Participant deferral / active EE | $4,673 | $3,288+42.1% | $3,987+17.2% | - |
| Admin fee / account holder | $3,896 | $4,609-15.5% | $6,856-43.2% | - |