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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 | $170,989 | $65,125+162.6% | $143,797+18.9% | $66,949+155.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.55% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $12,535 | $2,362+430.6% | $4,952+153.1% | $2,545+392.5% |
| Participant deferral / active EE | $8,381 | $2,920+187.0% | $5,638+48.6% | $4,239+97.7% |
| Admin fee / account holder | $1,754 | $503+248.9% | $14,679-88.1% | $594+195.5% |