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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $441,803 | $93,598+372.0% | $135,974+224.9% | $75,173+487.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.17% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.6pp |
| Employer contribution / active EE | $21,017 | $3,538+494.1% | $4,859+332.6% | $2,671+686.9% |
| Participant deferral / active EE | $16,591 | $6,405+159.0% | $7,760+113.8% | $4,126+302.1% |
| Admin fee / account holder | $44,035 | $6,978+531.1% | $10,767+309.0% | $5,651+679.3% |