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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 | $198,615 | $73,863+168.9% | $143,797+38.1% | $68,490+190.0% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -16.77% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $12,003 | $3,185+276.9% | $4,952+142.4% | $2,597+362.2% |
| Participant deferral / active EE | $7,974 | $3,385+135.6% | $5,638+41.4% | $4,028+98.0% |
| Admin fee / account holder | $12,302 | $5,756+113.7% | $14,679-16.2% | $5,403+127.7% |