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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 | $242,320 | $73,867+228.0% | $143,770+68.5% | $68,498+253.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.54% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $19,728 | $3,184+519.6% | $4,951+298.4% | $2,596+659.8% |
| Participant deferral / active EE | $11,859 | $3,384+250.4% | $5,638+110.4% | $4,027+194.5% |
| Admin fee / account holder | $1,263 | $5,755-78.0% | $14,673-91.4% | $5,403-76.6% |