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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 | $55,437+1094.0% | $155,534+325.6% | $74,459+789.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 269.58%-257.6pp | 64.92%-52.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $20,663 | $2,266+811.9% | $4,675+342.0% | $2,626+686.9% |
| Participant deferral / active EE | $16,153 | $2,837+469.3% | $5,630+186.9% | $4,350+271.4% |
| Admin fee / account holder | $26,953 | $1,742+1446.9% | $15,900+69.5% | $1,945+1285.9% |