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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 | $352,675 | $101,499+247.5% | $147,005+139.9% | $74,546+373.1% |
| Participation rate | 88.3% | 75.5%+12.8pp | 82.2%+6.2pp | 67.2%+21.1pp |
| Annual return | 14.70% | 8732.34%-8717.6pp | 418.76%-404.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $8,568 | $3,811+124.8% | $4,934+73.6% | $2,624+226.5% |
| Participant deferral / active EE | $9,429 | $7,304+29.1% | $8,070+16.8% | $4,347+116.9% |
| Admin fee / account holder | $38,553 | $1,748+2105.7% | $13,006+196.4% | $1,944+1883.6% |