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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 | $281,741 | $82,674+240.8% | $125,381+124.7% | $68,486+311.4% |
| Participation rate | 98.6% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $6,402 | $3,382+89.3% | $4,815+33.0% | $2,597+146.6% |
| Participant deferral / active EE | $8,353 | $6,111+36.7% | $7,448+12.2% | $4,028+107.4% |
| Admin fee / account holder | $8,128 | $6,277+29.5% | $10,007-18.8% | $5,404+50.4% |