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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 | $374,840 | $75,962+393.5% | $154,108+143.2% | $64,173+484.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.43% | 30.32%-32.8pp | 735.21%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $23,400 | $3,350+598.5% | $5,298+341.7% | $2,381+882.9% |
| Participant deferral / active EE | $6,705 | $3,175+111.2% | $5,081+32.0% | $3,470+93.3% |
| Admin fee / account holder | $6,915 | $5,589+23.7% | $13,411-48.4% | $4,887+41.5% |