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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,356 | $53,901+143.7% | $134,162-2.1% | $73,493+78.7% |
| Participation rate | 79.2% | 62.8%+16.4pp | 72.2%+7.0pp | 70.7%+8.5pp |
| Annual return | 14.58% | 15.82%-1.2pp | 36.35%-21.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,939 | $2,739+153.4% | $3,500+98.3% | $3,740+85.6% |
| Admin fee / account holder | $738 | $581+27.2% | $6,685-89.0% | $513+43.9% |