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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 | $255,188 | $55,453+360.2% | $170,435+49.7% | $62,293+309.7% |
| Participation rate | 85.5% | 66.4%+19.1pp | 83.6%+1.9pp | 69.5%+16.0pp |
| Annual return | 33.92% | 21.38%+12.5pp | 205.94%-172.0pp | 28.90%+5.0pp |
| Employer contribution / active EE | $20,232 | $2,164+835.1% | $5,432+272.4% | $2,042+890.7% |
| Participant deferral / active EE | $10,172 | $2,303+341.7% | $4,939+105.9% | $3,169+221.0% |
| Admin fee / account holder | $17,567 | $455+3760.5% | $13,881+26.6% | $479+3564.9% |