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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 | $322,862 | $76,551+321.8% | $123,894+160.6% | $62,881+413.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.63% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $20,912 | $2,882+625.5% | $4,617+353.0% | $2,281+816.8% |
| Participant deferral / active EE | $9,501 | $4,840+96.3% | $5,984+58.8% | $3,203+196.6% |
| Admin fee / account holder | $4,216 | $4,826-12.6% | $8,357-49.6% | $4,296-1.9% |