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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,523 | $160,933-77.9% | $152,301-76.7% | - |
| Participation rate | 98.0% | 72.3%+25.7pp | 82.4%+15.5pp | - |
| Annual return | 63.16% | 10.80%+52.4pp | 80.50%-17.3pp | - |
| Employer contribution / active EE | $4,409 | $3,533+24.8% | $4,624-4.7% | - |
| Participant deferral / active EE | $13,352 | $6,117+118.3% | $8,004+66.8% | - |
| Admin fee / account holder | $1,506 | $9,732-84.5% | $14,398-89.5% | - |