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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 | $614,481 | $77,901+688.8% | $149,717+310.4% | $75,181+717.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.98% | 31.73%-11.7pp | 134.41%-114.4pp | 160.69%-140.7pp |
| Employer contribution / active EE | $33,374 | $3,137+963.7% | $4,820+592.4% | $2,671+1149.7% |
| Participant deferral / active EE | $15,224 | $3,411+346.3% | $5,682+167.9% | $4,126+269.0% |
| Admin fee / account holder | $19,470 | $5,949+227.3% | $13,213+47.4% | $5,650+244.6% |