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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654,330 | $95,904+582.3% | $173,730+276.6% | $64,340+917.0% |
| Participation rate | 88.4% | 60.6%+27.8pp | 79.6%+8.9pp | 55.2%+33.2pp |
| Annual return | 61.52% | 17.47%+44.1pp | 19.96%+41.6pp | 24.14%+37.4pp |
| Employer contribution / active EE | $9,214 | $2,323+296.7% | $4,577+101.3% | $1,862+394.9% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,089-100.0% | $17,523-100.0% | $3,703-100.0% |