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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 | $664,894 | $47,848+1289.6% | $81,473+716.1% | $70,126+848.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 19.14% | 27.25%-8.1pp | 38.78%-19.6pp | 73.15%-54.0pp |
| Employer contribution / active EE | $6,906 | $1,527+352.2% | $2,568+168.9% | $2,343+194.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,630 | $3,145+47.2% | $4,561+1.5% | $4,645-0.3% |