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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 | $488,062 | $43,749+1015.6% | $158,223+208.5% | $65,306+647.3% |
| Participation rate | 87.3% | 56.9%+30.4pp | 79.2%+8.1pp | 57.7%+29.6pp |
| Annual return | 10.72% | 19.41%-8.7pp | 52.09%-41.4pp | 21.94%-11.2pp |
| Employer contribution / active EE | $15,606 | $1,497+942.2% | $4,109+279.8% | $1,967+693.3% |
| Participant deferral / active EE | $13,356 | $2,019+561.5% | $5,467+144.3% | $2,959+351.3% |
| Admin fee / account holder | $12,751 | $1,930+560.6% | $16,047-20.5% | $3,480+266.4% |