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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 | $318,360 | $99,994+218.4% | $146,643+117.1% | $85,847+270.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.62% | 18.93%-0.3pp | 22.75%-4.1pp | 318.61%-300.0pp |
| Employer contribution / active EE | $8,666 | $2,559+238.6% | $4,137+109.5% | $2,565+237.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $44,349 | $7,703+475.7% | $10,280+331.4% | $6,261+608.4% |