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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 | $1,100,050 | $101,778+980.8% | $164,975+566.8% | $80,925+1259.3% |
| Participation rate | 77.0% | 71.8%+5.2pp | 78.6%-1.6pp | 67.7%+9.4pp |
| Annual return | 12.56% | 16.73%-4.2pp | 70.12%-57.6pp | 35.65%-23.1pp |
| Employer contribution / active EE | $18,634 | $2,954+530.8% | $4,343+329.1% | $2,756+576.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $48,124 | $8,221+485.4% | $12,688+279.3% | $6,940+593.4% |