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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,974 | $80,985+312.4% | $96,576+245.8% | $75,181+344.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.06% | 27.05%-5.0pp | 25.87%-3.8pp | 160.69%-138.6pp |
| Employer contribution / active EE | $19,685 | $2,282+762.4% | $2,965+563.9% | $2,671+637.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,334 | $6,719+68.7% | $8,253+37.3% | $5,650+100.6% |