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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 | $106,524+144.1% | $152,301+70.7% | $87,485+197.2% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.4%+16.5pp | 68.9%+30.0pp |
| Annual return | -46.97% | 26.89%-73.9pp | 80.50%-127.5pp | 26.06%-73.0pp |
| Employer contribution / active EE | $35,069 | $3,371+940.2% | $4,624+658.3% | $2,596+1250.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,131 | $8,287-1.9% | $14,398-43.5% | $7,775+4.6% |