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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 | $372,357 | $98,760+277.0% | $149,715+148.7% | $79,858+366.3% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.3pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.66%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $16,627 | $3,217+416.9% | $4,645+258.0% | $2,471+572.9% |
| Participant deferral / active EE | $7,939 | $5,681+39.8% | $6,842+16.0% | $3,740+112.3% |
| Admin fee / account holder | $14,103 | $6,053+133.0% | $9,310+51.5% | $5,306+165.8% |