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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $592,792 | $104,479+467.4% | $159,474+271.7% | $79,391+646.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 81.55% | 67.98%+13.6pp | 263.68%-182.1pp | 116.88%-35.3pp |
| Employer contribution / active EE | $5,585 | $3,417+63.5% | $4,831+15.6% | $2,428+130.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4,842 | $711+580.7% | $10,802-55.2% | $627+672.8% |