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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 | $107,864 | $75,923+42.1% | $102,434+5.3% | - |
| Participation rate | 73.7% | 71.4%+2.3pp | 76.5%-2.8pp | - |
| Annual return | 37.17% | 15.12%+22.0pp | 29.46%+7.7pp | - |
| Employer contribution / active EE | $6,863 | $2,206+211.1% | $3,023+127.0% | - |
| Participant deferral / active EE | $13,790 | $4,258+223.8% | $5,055+172.8% | - |
| Admin fee / account holder | $7,507 | $11,449-34.4% | $9,462-20.7% | - |