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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,392 | $106,749+178.6% | $145,433+104.5% | $82,448+260.7% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 13.78% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $10,800 | $3,444+213.5% | $4,554+137.1% | $2,551+323.4% |
| Participant deferral / active EE | $12,749 | $6,519+95.6% | $7,897+61.4% | $4,139+208.0% |
| Admin fee / account holder | $24,586 | $8,390+193.0% | $13,129+87.3% | $7,234+239.9% |