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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 | $366,100 | $86,692+322.3% | $119,634+206.0% | $66,949+446.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 26.35% | -8.00%+34.3pp | -14.98%+41.3pp | 1.57%+24.8pp |
| Employer contribution / active EE | $10,740 | $2,536+323.5% | $4,232+153.8% | $2,545+322.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $9,762 | $755+1192.9% | $10,329-5.5% | $594+1544.6% |