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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 | $252,013 | $54,757+360.2% | $90,304+179.1% | $72,975+245.3% |
| Participation rate | 88.2% | 65.2%+23.1pp | 73.3%+15.0pp | 69.5%+18.7pp |
| Annual return | 15.80% | 30.63%-14.8pp | 78.13%-62.3pp | 81.01%-65.2pp |
| Employer contribution / active EE | $7,895 | $2,093+277.2% | $2,855+176.5% | $2,440+223.6% |
| Participant deferral / active EE | $5,111 | $2,887+77.0% | $3,885+31.5% | $3,608+41.7% |
| Admin fee / account holder | $9,636 | $3,973+142.5% | $5,354+80.0% | $5,124+88.1% |