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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 | $76,407+625.0% | $150,298+268.6% | $82,448+571.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.86% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $18,289 | $2,614+599.6% | $4,154+340.3% | $2,551+616.9% |
| Participant deferral / active EE | $21,764 | $3,214+577.1% | $5,453+299.1% | $4,139+425.8% |
| Admin fee / account holder | $9,850 | $6,352+55.1% | $14,116-30.2% | $7,234+36.2% |