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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,363 | $109,359+106.1% | $162,171+39.0% | $72,983+208.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.04% | 25.46%+1.6pp | 115.60%-88.6pp | 81.01%-54.0pp |
| Employer contribution / active EE | $17,963 | $3,907+359.7% | $5,613+220.0% | $2,440+636.2% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,917 | $7,972-75.9% | $10,843-82.3% | $5,124-62.6% |