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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 | $403,446 | $102,429+293.9% | $147,096+174.3% | $80,925+398.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 12.41% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $9,169 | $3,716+146.8% | $4,936+85.8% | $2,756+232.7% |
| Participant deferral / active EE | $8,536 | $6,649+28.4% | $8,071+5.8% | $4,299+98.6% |
| Admin fee / account holder | $49,891 | $7,957+527.0% | $13,005+283.6% | $6,940+618.9% |