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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 | $264,513 | $63,346+317.6% | $92,240+186.8% | $70,126+277.2% |
| Participation rate | 98.9% | 68.7%+30.3pp | 76.5%+22.5pp | 69.5%+29.4pp |
| Annual return | 20.63% | 530.19%-509.6pp | 176.29%-155.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $10,514 | $2,471+325.4% | $3,680+185.7% | $2,343+348.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,848 | $3,841+104.3% | $5,194+51.1% | $4,645+68.9% |