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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 | $283,396 | $89,259+217.5% | $107,187+164.4% | $82,637+242.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.64% | 21.02%-7.4pp | 204.55%-190.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $11,799 | $3,080+283.1% | $3,782+212.0% | $2,552+362.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42,303 | $7,381+473.1% | $9,162+361.7% | $7,339+476.4% |