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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 | $192,644 | $71,878+168.0% | $86,698+122.2% | $68,486+181.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.15% | 3.53%-21.7pp | 35.95%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $15,776 | $2,173+625.9% | $2,837+456.1% | $2,597+507.6% |
| Participant deferral / active EE | $13,069 | $3,779+245.8% | $4,656+180.7% | $4,028+224.5% |
| Admin fee / account holder | $12,692 | $6,113+107.6% | $7,493+69.4% | $5,404+134.9% |