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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 | $43,496+1022.1% | $161,489+202.2% | $64,340+658.6% |
| Participation rate | 87.3% | 53.5%+33.7pp | 78.7%+8.6pp | 55.2%+32.0pp |
| Annual return | 10.72% | 20.76%-10.0pp | 89.72%-79.0pp | 24.14%-13.4pp |
| Employer contribution / active EE | $15,606 | $1,431+990.8% | $4,268+265.6% | $1,862+738.3% |
| Participant deferral / active EE | $13,356 | $1,996+569.2% | $5,630+137.2% | $2,980+348.1% |
| Admin fee / account holder | $12,751 | $2,330+447.2% | $16,006-20.3% | $3,703+244.4% |