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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 | $506,329 | $102,429+394.3% | $147,096+244.2% | $80,925+525.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.70% | 135.02%-116.3pp | 419.75%-401.0pp | 35.65%-16.9pp |
| Employer contribution / active EE | $17,460 | $3,716+369.9% | $4,936+253.7% | $2,756+533.5% |
| Participant deferral / active EE | $6,265 | $6,649-5.8% | $8,071-22.4% | $4,299+45.7% |
| Admin fee / account holder | $3,067 | $7,957-61.5% | $13,005-76.4% | $6,940-55.8% |