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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 | $274,613 | $77,638+253.7% | $156,551+75.4% | $62,881+336.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.55% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $10,052 | $3,444+191.9% | $5,501+82.7% | $2,281+340.7% |
| Participant deferral / active EE | $6,399 | $3,046+110.1% | $4,871+31.4% | $3,203+99.8% |
| Admin fee / account holder | $3,307 | $5,561-40.5% | $13,028-74.6% | $4,296-23.0% |