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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 | $65,012 | $38,055+70.8% | $85,240-23.7% | - |
| Participation rate | 94.9% | 49.1%+45.9pp | 67.5%+27.4pp | - |
| Annual return | 11.27% | 16.40%-5.1pp | 66.75%-55.5pp | - |
| Employer contribution / active EE | $4,054 | $1,474+175.0% | $2,735+48.2% | - |
| Participant deferral / active EE | $0 | $2,088-100.0% | $4,527-100.0% | - |
| Admin fee / account holder | $2,839 | $2,166+31.1% | $6,165-53.9% | - |