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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 | $350,574 | $65,555+434.8% | $86,216+306.6% | $75,173+366.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 24.94% | 46.07%-21.1pp | 1169.42%-1144.5pp | 160.72%-135.8pp |
| Employer contribution / active EE | $24,741 | $1,553+1492.8% | $2,382+938.9% | $2,671+826.3% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,618 | $5,469+277.0% | $6,853+200.8% | $5,651+264.9% |