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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 | $476,965 | $108,825+338.3% | $156,181+205.4% | $82,448+478.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -27.75% | 20.59%-48.3pp | 64.87%-92.6pp | 41.64%-69.4pp |
| Employer contribution / active EE | $8,102 | $2,870+182.3% | $4,294+88.7% | $2,551+217.6% |
| Participant deferral / active EE | $13,405 | $4,577+192.9% | $6,132+118.6% | $4,139+223.8% |
| Admin fee / account holder | $1,509 | $9,341-83.8% | $14,586-89.7% | $7,234-79.1% |