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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 | $479,271 | $88,672+440.5% | $105,223+355.5% | $82,448+481.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 41.14% | 30.86%+10.3pp | 180.65%-139.5pp | 41.64%-0.5pp |
| Employer contribution / active EE | $1,016 | $3,048-66.7% | $3,689-72.5% | $2,551-60.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $683 | $7,146-90.4% | $8,859-92.3% | $7,234-90.6% |