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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 | $334,177 | $102,422+226.3% | $147,117+127.2% | $80,959+312.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.11% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $8,965 | $3,717+141.1% | $4,932+81.7% | $2,757+225.1% |
| Participant deferral / active EE | $9,920 | $6,652+49.1% | $8,065+23.0% | $4,300+130.7% |
| Admin fee / account holder | $37,665 | $7,953+373.6% | $12,993+189.9% | $6,925+443.9% |