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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 | $414,369 | $102,422+304.6% | $147,117+181.7% | $80,959+411.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.3pp |
| Annual return | 10.86% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $18,889 | $3,717+408.1% | $4,932+282.9% | $2,757+585.1% |
| Participant deferral / active EE | $14,875 | $6,652+123.6% | $8,065+84.5% | $4,300+245.9% |
| Admin fee / account holder | $85,351 | $7,953+973.1% | $12,993+556.9% | $6,925+1132.4% |