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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 | $298,705 | $101,672+193.8% | $147,117+103.0% | $74,478+301.1% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.6pp | 67.2%+26.6pp |
| Annual return | 53.66% | 8757.83%-8704.2pp | 420.54%-366.9pp | 1370.56%-1316.9pp |
| Employer contribution / active EE | $2,613 | $3,813-31.5% | $4,932-47.0% | $2,626-0.5% |
| Participant deferral / active EE | $7,667 | $7,305+5.0% | $8,065-4.9% | $4,350+76.3% |
| Admin fee / account holder | $85,208 | $1,753+4760.2% | $12,993+555.8% | $1,946+4279.0% |