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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 | $410,252 | $69,383+491.3% | $101,275+305.1% | $73,497+458.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 130.89% | 18.46%+112.4pp | 46.48%+84.4pp | 28.51%+102.4pp |
| Employer contribution / active EE | $8,645 | $2,628+228.9% | $3,660+136.2% | $2,270+280.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,775 | $704+436.4% | $5,948-36.5% | $513+635.8% |