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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 | $312,461 | $138,385+125.8% | $184,200+69.6% | $80,874+286.4% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 15.87% | 20.02%-4.2pp | 28.80%-12.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $3,939 | $4,849-18.8% | $6,424-38.7% | $2,756+43.0% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,026 | $10,483+14.7% | $13,907-13.5% | $6,935+73.4% |