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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 | $55,446+1093.8% | $155,574+325.5% | $74,429+789.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 269.20%-257.2pp | 64.87%-52.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $20,663 | $2,266+811.8% | $4,676+341.9% | $2,625+687.2% |
| Participant deferral / active EE | $16,153 | $2,836+469.6% | $5,629+186.9% | $4,348+271.5% |
| Admin fee / account holder | $26,953 | $1,743+1446.4% | $15,914+69.4% | $1,944+1286.2% |