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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 | $258,544 | $91,179+183.6% | $178,499+44.8% | $79,852+223.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.54% | 24.19%+1.3pp | 151.10%-125.6pp | 31.72%-6.2pp |
| Employer contribution / active EE | $9,629 | $3,256+195.8% | $5,011+92.2% | $2,471+289.7% |
| Participant deferral / active EE | $5,913 | $3,236+82.7% | $5,202+13.7% | $3,740+58.1% |
| Admin fee / account holder | $12,867 | $6,749+90.7% | $13,986-8.0% | $5,306+142.5% |