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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 | $285,553 | $106,524+168.1% | $152,301+87.5% | $87,485+226.4% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.4%+10.2pp | 68.9%+23.8pp |
| Annual return | 13.86% | 26.89%-13.0pp | 80.50%-66.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $7,511 | $3,371+122.8% | $4,624+62.4% | $2,596+189.3% |
| Participant deferral / active EE | $7,964 | $6,525+22.1% | $8,004-0.5% | $4,274+86.3% |
| Admin fee / account holder | $121,932 | $8,287+1371.4% | $14,398+746.9% | $7,775+1468.3% |