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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 | $369,803 | $106,864+246.1% | $147,318+151.0% | $82,637+347.5% |
| Participation rate | 81.9% | 75.5%+6.4pp | 82.1%-0.2pp | 68.1%+13.9pp |
| Annual return | 16.36% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $5,636 | $3,417+65.0% | $4,593+22.7% | $2,552+120.8% |
| Participant deferral / active EE | $12,037 | $6,496+85.3% | $7,906+52.2% | $4,126+191.7% |
| Admin fee / account holder | $3,272 | $8,415-61.1% | $13,708-76.1% | $7,339-55.4% |