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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $863,609 | $87,059+892.0% | $105,608+717.7% | $80,925+967.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 29.45% | 17.05%+12.4pp | 116.50%-87.1pp | 35.65%-6.2pp |
| Employer contribution / active EE | $4,434 | $2,396+85.0% | $3,167+40.0% | $2,756+60.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |