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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,713 | $60,989+350.4% | $60,888+351.2% | $66,923+310.5% |
| Participation rate | 98.6% | 74.5%+24.2pp | 73.1%+25.5pp | 69.8%+28.8pp |
| Annual return | 5.32% | -9.60%+14.9pp | 16.91%-11.6pp | 1.58%+3.7pp |
| Employer contribution / active EE | $9,248 | $2,661+247.6% | $2,702+242.3% | $2,545+263.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $338-99.9% | $3,225-100.0% | $593-100.0% |