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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 | $372,267 | $122,063+205.0% | $184,256+102.0% | $74,478+399.8% |
| Participation rate | 82.8% | 85.5%-2.7pp | 86.8%-4.1pp | 67.2%+15.5pp |
| Annual return | -8.30% | 19.92%-28.2pp | 28.85%-37.2pp | 1370.56%-1378.9pp |
| Employer contribution / active EE | $27,907 | $4,539+514.8% | $6,427+334.2% | $2,626+962.6% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $18,516 | $1,253+1378.1% | $13,899+33.2% | $1,946+851.6% |