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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 | $310,198 | $89,259+247.5% | $107,187+189.4% | $82,637+275.4% |
| Participation rate | 98.9% | 67.9%+31.0pp | 75.0%+23.9pp | 68.1%+30.8pp |
| Annual return | 119.03% | 21.02%+98.0pp | 204.55%-85.5pp | 53.51%+65.5pp |
| Employer contribution / active EE | $835 | $3,080-72.9% | $3,782-77.9% | $2,552-67.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $615 | $7,381-91.7% | $9,162-93.3% | $7,339-91.6% |