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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 | $258,847 | $65,034+298.0% | $90,970+184.5% | $79,856+224.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 18.00% | 30.45%-12.5pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $11,229 | $1,247+800.1% | $2,122+429.2% | $2,471+354.4% |
| Participant deferral / active EE | $7,733 | $2,512+207.8% | $3,373+129.3% | $3,741+106.7% |
| Admin fee / account holder | $10,274 | $4,536+126.5% | $5,961+72.4% | $5,306+93.6% |