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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 | $316,773 | $73,848+329.0% | $143,799+120.3% | $68,486+362.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.98% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $20,880 | $3,184+555.7% | $4,952+321.6% | $2,597+704.1% |
| Participant deferral / active EE | $14,804 | $3,385+337.4% | $5,638+162.6% | $4,028+267.6% |
| Admin fee / account holder | $52,454 | $5,755+811.4% | $14,677+257.4% | $5,404+870.7% |