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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 | $350,092 | $125,797+178.3% | $170,043+105.9% | $75,173+365.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.45% | 27.20%-5.7pp | 53.40%-32.0pp | 160.72%-139.3pp |
| Employer contribution / active EE | $8,748 | $4,616+89.5% | $6,790+28.8% | $2,671+227.5% |
| Participant deferral / active EE | $13,445 | $6,838+96.6% | $10,410+29.2% | $4,126+225.8% |
| Admin fee / account holder | $2,037 | $8,177-75.1% | $12,824-84.1% | $5,651-63.9% |