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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 | $165,721 | $61,660+168.8% | $80,022+107.1% | $64,173+158.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.57% | -0.33%+6.9pp | 11.22%-4.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $2,717 | $1,810+50.1% | $2,468+10.1% | $2,381+14.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,778 | $5,417-48.7% | $6,521-57.4% | $4,887-43.2% |