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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 | $362,064 | $109,359+231.1% | $162,185+123.2% | $72,976+396.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.81% | 25.46%+2.3pp | 115.61%-87.8pp | 81.02%-53.2pp |
| Employer contribution / active EE | $20,089 | $3,907+414.1% | $5,613+257.9% | $2,440+723.3% |
| Participant deferral / active EE | $19,171 | $5,481+249.8% | $7,297+162.7% | $3,608+431.4% |
| Admin fee / account holder | $1,471 | $7,972-81.5% | $10,844-86.4% | $5,124-71.3% |