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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 | $361,578 | $76,551+372.3% | $123,894+191.8% | $62,881+475.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.01% | 18.68%+0.3pp | 47.52%-28.5pp | 20.14%-1.1pp |
| Employer contribution / active EE | $8,025 | $2,882+178.4% | $4,617+73.8% | $2,281+251.8% |
| Participant deferral / active EE | $8,506 | $4,840+75.7% | $5,984+42.1% | $3,203+165.6% |
| Admin fee / account holder | $1,030 | $4,826-78.7% | $8,357-87.7% | $4,296-76.0% |