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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 | $331,733 | $93,617+254.4% | $135,982+144.0% | $75,177+341.3% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.7pp | 67.2%+27.5pp |
| Annual return | 16.54% | 30.89%-14.3pp | 68.32%-51.8pp | 160.75%-144.2pp |
| Employer contribution / active EE | $12,932 | $3,538+265.5% | $4,859+166.1% | $2,671+384.1% |
| Participant deferral / active EE | $12,161 | $6,406+89.8% | $7,760+56.7% | $4,126+194.7% |
| Admin fee / account holder | $9,943 | $6,980+42.5% | $10,767-7.7% | $5,651+75.9% |