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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 | $101,591+194.0% | $147,096+103.1% | $74,429+301.3% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.6pp | 67.2%+26.6pp |
| Annual return | 53.66% | 8746.45%-8692.8pp | 419.75%-366.1pp | 1368.38%-1314.7pp |
| Employer contribution / active EE | $2,613 | $3,813-31.5% | $4,936-47.1% | $2,625-0.4% |
| Participant deferral / active EE | $7,667 | $7,302+5.0% | $8,071-5.0% | $4,348+76.3% |
| Admin fee / account holder | $85,208 | $1,750+4768.9% | $13,005+555.2% | $1,944+4282.4% |