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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 | $775,964 | $59,804+1197.5% | $81,982+846.5% | $79,856+871.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 16.04% | 17.56%-1.5pp | 41.31%-25.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $24,184 | $1,713+1311.4% | $2,498+868.0% | $2,471+878.6% |
| Participant deferral / active EE | $9,023 | $2,695+234.8% | $3,722+142.4% | $3,741+141.2% |
| Admin fee / account holder | $20,703 | $4,288+382.8% | $5,665+265.4% | $5,306+290.1% |