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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 | $262,583 | $99,994+162.6% | $146,643+79.1% | $85,847+205.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.69% | 18.93%-2.2pp | 22.75%-6.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $9,252 | $2,559+261.5% | $4,137+123.6% | $2,565+260.6% |
| Participant deferral / active EE | $2,425 | $4,006-39.5% | $5,506-56.0% | $3,952-38.6% |
| Admin fee / account holder | $5,156 | $7,703-33.1% | $10,280-49.8% | $6,261-17.7% |