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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 | $145,647 | $81,446+78.8% | $103,374+40.9% | $80,874+80.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 35.27% | 25.57%+9.7pp | 24.89%+10.4pp | 35.62%-0.4pp |
| Employer contribution / active EE | $847 | $3,107-72.7% | $3,869-78.1% | $2,756-69.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $603 | $6,715-91.0% | $8,394-92.8% | $6,935-91.3% |