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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 | $188,393 | $73,863+155.1% | $143,797+31.0% | $68,490+175.1% |
| Participation rate | 90.7% | 66.7%+24.1pp | 80.3%+10.4pp | 67.9%+22.8pp |
| Annual return | -14.58% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $7,434 | $3,185+133.4% | $4,952+50.1% | $2,597+186.3% |
| Participant deferral / active EE | $10,030 | $3,385+196.3% | $5,638+77.9% | $4,028+149.0% |
| Admin fee / account holder | $35,691 | $5,756+520.1% | $14,679+143.1% | $5,403+560.6% |