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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 | $447,499 | $89,370+400.7% | $141,197+216.9% | $72,976+513.2% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 16.85% | 111.88%-95.0pp | 71.41%-54.6pp | 81.02%-64.2pp |
| Employer contribution / active EE | $11,910 | $3,115+282.4% | $4,736+151.5% | $2,440+388.1% |
| Participant deferral / active EE | $9,870 | $5,419+82.1% | $6,710+47.1% | $3,608+173.6% |
| Admin fee / account holder | $16,024 | $5,957+169.0% | $10,265+56.1% | $5,124+212.7% |