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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 | $253,069 | $61,356+312.5% | $149,696+69.1% | $71,511+253.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 23.84% | 35.86%-12.0pp | 134.46%-110.6pp | 28.86%-5.0pp |
| Employer contribution / active EE | $5,631 | $2,382+136.4% | $4,821+16.8% | $2,589+117.5% |
| Participant deferral / active EE | $3,209 | $2,920+9.9% | $5,682-43.5% | $4,291-25.2% |
| Admin fee / account holder | $2,135 | $1,263+69.0% | $13,212-83.8% | $1,588+34.4% |