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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 | $471,128 | $69,848+574.5% | $115,756+307.0% | $66,938+603.8% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | 33.31% | 969.66%-936.3pp | 143.14%-109.8pp | 1.58%+31.7pp |
| Employer contribution / active EE | $6,928 | $2,613+165.2% | $3,793+82.7% | $2,545+172.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,238-100.0% |
| Admin fee / account holder | $4,194 | $337+1143.8% | $8,124-48.4% | $594+606.6% |