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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 | $304,383 | $125,797+142.0% | $170,043+79.0% | $75,173+304.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.61% | 27.20%-6.6pp | 53.40%-32.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $17,477 | $4,616+278.6% | $6,790+157.4% | $2,671+554.3% |
| Participant deferral / active EE | $18,149 | $6,838+165.4% | $10,410+74.3% | $4,126+339.8% |
| Admin fee / account holder | $10,433 | $8,177+27.6% | $12,824-18.6% | $5,651+84.6% |