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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 | $251,008 | $45,041+457.3% | $63,003+298.4% | $70,131+257.9% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 16.42% | 18.76%-2.3pp | 87.59%-71.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $8,607 | $2,052+319.4% | $2,760+211.8% | $2,342+267.4% |
| Participant deferral / active EE | $6,597 | $2,465+167.6% | $3,329+98.2% | $3,332+98.0% |
| Admin fee / account holder | $3,276 | $2,836+15.5% | $3,600-9.0% | $4,645-29.5% |