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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 | $279,926 | $123,793+126.1% | $177,840+57.4% | $79,852+250.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.86% | 22.82%+2.0pp | 48.32%-23.5pp | 31.72%-6.9pp |
| Employer contribution / active EE | $6,368 | $4,095+55.5% | $5,919+7.6% | $2,471+157.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,122 | $7,243+67.4% | $12,431-2.5% | $5,306+128.5% |