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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 | $252,670 | $78,520+221.8% | $96,576+161.6% | $82,448+206.5% |
| Participation rate | 87.2% | 77.7%+9.5pp | 81.4%+5.8pp | 68.1%+19.1pp |
| Annual return | 14.49% | 41.30%-26.8pp | 38.47%-24.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $6,302 | $2,630+139.7% | $3,553+77.4% | $2,551+147.0% |
| Participant deferral / active EE | $12,907 | $6,754+91.1% | $7,956+62.2% | $4,139+211.8% |
| Admin fee / account holder | $20,778 | $13,455+54.4% | $11,381+82.6% | $7,234+187.2% |