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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 | $822,262 | $81,870+904.4% | $119,634+587.3% | $68,490+1100.6% |
| Participation rate | 98.6% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | 18.95% | -23.82%+42.8pp | -14.98%+33.9pp | -7.85%+26.8pp |
| Employer contribution / active EE | $15,824 | $2,692+487.8% | $4,232+273.9% | $2,597+509.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $35,675 | $6,583+441.9% | $10,329+245.4% | $5,403+560.3% |