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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 | $276,030 | $102,385+169.6% | $147,080+87.7% | $80,935+241.0% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 17.55% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $4,911 | $3,717+32.1% | $4,933-0.5% | $2,757+78.1% |
| Participant deferral / active EE | $7,500 | $6,651+12.8% | $8,066-7.0% | $4,299+74.4% |
| Admin fee / account holder | $20,696 | $7,951+160.3% | $12,989+59.3% | $6,924+198.9% |