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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 | $315,656 | $102,429+208.2% | $147,096+114.6% | $80,925+290.1% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 18.55% | 135.02%-116.5pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $9,195 | $3,716+147.5% | $4,936+86.3% | $2,756+233.6% |
| Participant deferral / active EE | $9,631 | $6,649+44.9% | $8,071+19.3% | $4,299+124.1% |
| Admin fee / account holder | $7,214 | $7,957-9.3% | $13,005-44.5% | $6,940+4.0% |