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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 | $260,009 | $106,749+143.6% | $145,433+78.8% | $82,448+215.4% |
| Participation rate | 99.0% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | -46.97% | 27.59%-74.6pp | 66.58%-113.5pp | 41.64%-88.6pp |
| Employer contribution / active EE | $35,069 | $3,444+918.1% | $4,554+670.0% | $2,551+1274.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,131 | $8,390-3.1% | $13,129-38.1% | $7,234+12.4% |