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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 | $20,012 | $95,640-79.1% | $76,891-74.0% | $139,500-85.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.98% | 55.03%-33.1pp | 37.91%-15.9pp | 373.99%-352.0pp |
| Employer contribution / active EE | $1,759 | $3,146-44.1% | $2,534-30.6% | $4,755-63.0% |
| Participant deferral / active EE | $0 | $4,625-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $929 | $8,329-88.8% | $5,488-83.1% | $11,410-91.9% |