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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 | $305,095 | $108,825+180.4% | $156,181+95.3% | $82,448+270.0% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.8pp | 68.1%+28.5pp |
| Annual return | 18.48% | 20.59%-2.1pp | 64.87%-46.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $9,878 | $2,870+244.2% | $4,294+130.1% | $2,551+287.2% |
| Participant deferral / active EE | $18,955 | $4,577+314.1% | $6,132+209.1% | $4,139+357.9% |
| Admin fee / account holder | $12,400 | $9,341+32.8% | $14,586-15.0% | $7,234+71.4% |