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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 | $123,866 | $305,925-59.5% | $178,499-30.6% | - |
| Participation rate | 86.9% | 64.3%+22.5pp | 81.9%+4.9pp | - |
| Annual return | 16.75% | 10.58%+6.2pp | 151.10%-134.4pp | - |
| Employer contribution / active EE | $7,909 | $2,545+210.7% | $5,011+57.8% | - |
| Participant deferral / active EE | $5,788 | $2,511+130.5% | $5,202+11.3% | - |
| Admin fee / account holder | $8,683 | $21,071-58.8% | $13,986-37.9% | - |