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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 | $661,908 | $55,472+1093.2% | $155,567+325.5% | $74,546+787.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 268.72%-256.7pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $20,663 | $2,269+810.7% | $4,674+342.1% | $2,624+687.4% |
| Participant deferral / active EE | $16,153 | $2,838+469.2% | $5,628+187.0% | $4,347+271.5% |
| Admin fee / account holder | $26,953 | $1,743+1446.7% | $15,916+69.3% | $1,944+1286.8% |