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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 | $434,725 | $106,749+307.2% | $145,433+198.9% | $82,448+427.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.09% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,528 | $3,444+147.6% | $4,554+87.3% | $2,551+234.3% |
| Participant deferral / active EE | $8,868 | $6,519+36.0% | $7,897+12.3% | $4,139+114.2% |
| Admin fee / account holder | $6,094 | $8,390-27.4% | $13,129-53.6% | $7,234-15.8% |