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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 | $116,437 | $197,263-41.0% | $127,803-8.9% | - |
| Participation rate | 79.8% | 67.9%+11.9pp | 79.0%+0.8pp | - |
| Annual return | 22.07% | 16.18%+5.9pp | 26.14%-4.1pp | - |
| Employer contribution / active EE | $5,307 | $1,949+172.3% | $4,576+16.0% | - |
| Participant deferral / active EE | $7,600 | $3,315+129.3% | $6,023+26.2% | - |
| Admin fee / account holder | $10,584 | $14,091-24.9% | $9,399+12.6% | - |