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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,974 | $150,447-70.8% | $136,298-67.7% | $147,586-70.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.81% | 1049.15%-1030.3pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,114 | $5,256-40.8% | $4,696-33.7% | $4,876-36.1% |
| Participant deferral / active EE | $8,413 | $6,631+26.9% | $6,247+34.7% | $5,439+54.7% |
| Admin fee / account holder | $5,120 | $10,906-53.1% | $9,244-44.6% | $10,886-53.0% |