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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 | $638,596 | $80,983+688.6% | $96,544+561.5% | $75,177+749.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 50.75% | 27.05%+23.7pp | 25.88%+24.9pp | 160.75%-110.0pp |
| Employer contribution / active EE | $1,064 | $2,282-53.4% | $2,966-64.1% | $2,671-60.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,160 | $6,717+36.4% | $8,254+11.0% | $5,651+62.1% |