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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 | $494,053 | $52,967+832.8% | $172,753+186.0% | $65,186+657.9% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.4pp | 70.2%+26.9pp |
| Annual return | 20.21% | 30.12%-9.9pp | 803.00%-782.8pp | 29.39%-9.2pp |
| Employer contribution / active EE | $17,622 | $2,190+704.6% | $5,144+242.6% | $2,177+709.6% |
| Participant deferral / active EE | $11,490 | $2,471+365.0% | $5,198+121.1% | $3,514+227.0% |
| Admin fee / account holder | $49,968 | $472+10485.9% | $13,956+258.1% | $847+5797.7% |