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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 | $273,217 | $88,360+209.2% | $145,433+87.9% | $67,986+301.9% |
| Participation rate | 85.6% | 65.5%+20.1pp | 82.1%+3.5pp | 57.2%+28.4pp |
| Annual return | 19.30% | 63.15%-43.8pp | 66.58%-47.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $4,088 | $3,054+33.9% | $4,554-10.2% | $2,019+102.5% |
| Participant deferral / active EE | $10,338 | $5,932+74.3% | $7,897+30.9% | $3,358+207.9% |
| Admin fee / account holder | $42,182 | $3,313+1173.1% | $13,129+221.3% | $3,203+1216.9% |