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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 | $488,062 | $45,343+976.4% | $150,298+224.7% | $67,986+617.9% |
| Participation rate | 87.3% | 51.9%+35.4pp | 77.8%+9.5pp | 57.2%+30.1pp |
| Annual return | 10.72% | 33.28%-22.6pp | 62.79%-52.1pp | 31.67%-20.9pp |
| Employer contribution / active EE | $15,606 | $1,462+967.6% | $4,154+275.7% | $2,019+673.1% |
| Participant deferral / active EE | $13,356 | $2,055+550.0% | $5,453+144.9% | $3,358+297.7% |
| Admin fee / account holder | $12,751 | $2,250+466.8% | $14,116-9.7% | $3,203+298.1% |