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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 | $267,681 | $82,678+223.8% | $125,391+113.5% | $68,490+290.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.59% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $8,945 | $3,382+164.5% | $4,816+85.7% | $2,597+244.5% |
| Participant deferral / active EE | $9,448 | $6,111+54.6% | $7,448+26.9% | $4,028+134.6% |
| Admin fee / account holder | $6,600 | $6,277+5.1% | $10,009-34.1% | $5,403+22.2% |