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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 | $289,789 | $88,672+226.8% | $105,223+175.4% | $82,448+251.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.54% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $19,319 | $3,048+533.8% | $3,689+423.8% | $2,551+657.3% |
| Participant deferral / active EE | $7,545 | $4,036+86.9% | $5,072+48.8% | $4,139+82.3% |
| Admin fee / account holder | $5,118 | $7,146-28.4% | $8,859-42.2% | $7,234-29.3% |