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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 | $439,843 | $123,793+255.3% | $177,848+147.3% | $79,856+450.8% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 17.92% | 22.82%-4.9pp | 48.33%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $19,510 | $4,095+376.4% | $5,919+229.6% | $2,471+689.5% |
| Participant deferral / active EE | $15,564 | $5,956+161.3% | $7,714+101.8% | $3,741+316.1% |
| Admin fee / account holder | $1,751 | $7,243-75.8% | $12,431-85.9% | $5,306-67.0% |