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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 | $60,675 | $180,576-66.4% | $147,080-58.7% | - |
| Participation rate | 85.9% | 77.3%+8.6pp | 82.2%+3.7pp | - |
| Annual return | 25.92% | 11.77%+14.1pp | 420.17%-394.3pp | - |
| Employer contribution / active EE | $3,653 | $3,313+10.2% | $4,933-26.0% | - |
| Participant deferral / active EE | $8,232 | $6,942+18.6% | $8,066+2.1% | - |
| Admin fee / account holder | $2,784 | $27,717-90.0% | $12,989-78.6% | - |