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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 | $66,786 | $175,036-61.8% | $96,707-30.9% | - |
| Participation rate | 85.9% | 60.2%+25.7pp | 80.4%+5.5pp | - |
| Annual return | 11.43% | 15.04%-3.6pp | 34.78%-23.4pp | - |
| Employer contribution / active EE | $1,041 | $1,949-46.6% | $4,191-75.2% | - |
| Participant deferral / active EE | $6,837 | $3,720+83.8% | $5,997+14.0% | - |
| Admin fee / account holder | $6,989 | $23,923-70.8% | $7,503-6.8% | - |