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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 | $349,035 | $80,983+331.0% | $96,544+261.5% | $75,177+364.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.02% | 27.05%-13.0pp | 25.88%-11.9pp | 160.75%-146.7pp |
| Employer contribution / active EE | $15,527 | $2,282+580.3% | $2,966+423.4% | $2,671+481.3% |
| Participant deferral / active EE | $6,984 | $3,929+77.8% | $4,851+44.0% | $4,126+69.2% |
| Admin fee / account holder | $8,221 | $6,717+22.4% | $8,254-0.4% | $5,651+45.5% |