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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 | $18,842 | $57,305-67.1% | $86,640-78.3% | $75,173-74.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.95% | 2674.24%-2654.3pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $6,091 | $2,316+163.0% | $3,024+101.4% | $2,671+128.1% |
| Participant deferral / active EE | $2,521 | $3,320-24.1% | $4,438-43.2% | $4,126-38.9% |
| Admin fee / account holder | $3,814 | $4,116-7.3% | $5,616-32.1% | $5,651-32.5% |