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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 | $133,708 | $160,933-16.9% | $152,301-12.2% | - |
| Participation rate | 93.9% | 72.3%+21.7pp | 82.4%+11.5pp | - |
| Annual return | 15.44% | 10.80%+4.6pp | 80.50%-65.1pp | - |
| Employer contribution / active EE | $5,991 | $3,533+69.5% | $4,624+29.5% | - |
| Participant deferral / active EE | $14,565 | $6,117+138.1% | $8,004+82.0% | - |
| Admin fee / account holder | $6,728 | $9,732-30.9% | $14,398-53.3% | - |