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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 | $459,441 | $55,472+728.2% | $155,567+195.3% | $74,546+516.3% |
| Participation rate | 85.0% | 61.9%+23.0pp | 78.2%+6.8pp | 67.2%+17.7pp |
| Annual return | 17.44% | 268.72%-251.3pp | 64.74%-47.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $16,321 | $2,269+619.4% | $4,674+249.2% | $2,624+521.9% |
| Participant deferral / active EE | $15,143 | $2,838+433.6% | $5,628+169.1% | $4,347+248.3% |
| Admin fee / account holder | $33,960 | $1,743+1848.8% | $15,916+113.4% | $1,944+1647.3% |