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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 | $164,156 | $65,437+150.9% | $86,698+89.3% | $66,949+145.2% |
| Participation rate | 97.0% | 75.5%+21.5pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | 0.69% | -10.91%+11.6pp | 35.96%-35.3pp | 1.57%-0.9pp |
| Employer contribution / active EE | $18,720 | $2,154+769.3% | $2,837+559.9% | $2,545+635.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $4,603 | $642+617.3% | $7,492-38.6% | $594+675.5% |