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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 | $289,667 | $89,739+222.8% | $149,721+93.5% | $62,293+365.0% |
| Participation rate | 97.0% | 85.1%+11.9pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 22.22% | 21.01%+1.2pp | 1501.67%-1479.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $12,777 | $3,233+295.2% | $5,444+134.7% | $2,042+525.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $15,232 | $551+2663.3% | $11,282+35.0% | $479+3077.8% |