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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 | $553,976 | $78,690+604.0% | $161,489+243.0% | $87,485+533.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 20.86% | 32.74%-11.9pp | 89.72%-68.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $18,289 | $2,588+606.6% | $4,268+328.5% | $2,596+604.4% |
| Participant deferral / active EE | $21,764 | $3,311+557.4% | $5,630+286.6% | $4,274+409.3% |
| Admin fee / account holder | $9,850 | $6,724+46.5% | $16,006-38.5% | $7,775+26.7% |