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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 | $519,814 | $102,385+407.7% | $147,080+253.4% | $80,935+542.3% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 14.66% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $20,959 | $3,717+463.9% | $4,933+324.8% | $2,757+660.3% |
| Participant deferral / active EE | $13,924 | $6,651+109.4% | $8,066+72.6% | $4,299+223.8% |
| Admin fee / account holder | $36,715 | $7,951+361.7% | $12,989+182.7% | $6,924+430.2% |