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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 | $352,025 | $51,638+581.7% | $68,368+414.9% | $82,448+327.0% |
| Participation rate | 94.0% | 63.6%+30.4pp | 73.8%+20.2pp | 68.1%+25.9pp |
| Annual return | 16.16% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $12,537 | $2,047+512.6% | $2,649+373.3% | $2,551+391.5% |
| Participant deferral / active EE | $11,883 | $2,914+307.9% | $4,123+188.2% | $4,139+187.1% |
| Admin fee / account holder | $31,229 | $4,643+572.5% | $5,150+506.4% | $7,234+331.7% |