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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 | $93,345+232.3% | $119,126+160.4% | $87,485+254.6% |
| Participation rate | 98.9% | 68.7%+30.2pp | 75.8%+23.1pp | 68.9%+30.0pp |
| Annual return | 119.03% | 19.08%+99.9pp | 282.11%-163.1pp | 26.06%+93.0pp |
| Employer contribution / active EE | $835 | $3,172-73.7% | $4,034-79.3% | $2,596-67.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $615 | $8,039-92.3% | $10,693-94.2% | $7,775-92.1% |