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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 | $265,864 | $93,345+184.8% | $119,126+123.2% | $87,485+203.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 4.38% | 19.08%-14.7pp | 282.11%-277.7pp | 26.06%-21.7pp |
| Employer contribution / active EE | $8,030 | $3,172+153.2% | $4,034+99.1% | $2,596+209.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $26,121 | $8,039+224.9% | $10,693+144.3% | $7,775+236.0% |