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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 | $87,106+891.5% | $105,607+717.8% | $80,935+967.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 29.45% | 17.01%+12.4pp | 116.11%-86.7pp | 35.66%-6.2pp |
| Employer contribution / active EE | $4,434 | $2,396+85.0% | $3,167+40.0% | $2,757+60.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,447-100.0% | $10,958-100.0% | $6,924-100.0% |