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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 | $503,727 | $84,236+498.0% | $170,435+195.6% | $70,126+618.3% |
| Participation rate | 97.9% | 70.8%+27.1pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 40.81% | 23.06%+17.7pp | 205.94%-165.1pp | 73.15%-32.3pp |
| Employer contribution / active EE | $28,471 | $3,387+740.6% | $5,432+424.1% | $2,343+1115.4% |
| Participant deferral / active EE | $15,244 | $3,086+394.0% | $4,939+208.6% | $3,332+357.5% |
| Admin fee / account holder | $33,750 | $5,698+492.3% | $13,881+143.1% | $4,645+626.5% |