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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 | $311,860 | $82,674+277.2% | $125,381+148.7% | $68,486+355.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 7.41% | -5.97%+13.4pp | 572.31%-564.9pp | -7.85%+15.3pp |
| Employer contribution / active EE | $12,827 | $3,382+279.3% | $4,815+166.4% | $2,597+394.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,424 | $6,277-29.5% | $10,007-55.8% | $5,404-18.1% |