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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 | $92,617 | $138,068-32.9% | $125,358-26.1% | $134,493-31.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -7.82% | 750.30%-758.1pp | 572.03%-579.9pp | 418.01%-425.8pp |
| Employer contribution / active EE | $74,470 | $5,244+1320.1% | $4,814+1446.9% | $4,740+1471.1% |
| Participant deferral / active EE | $122,209 | $7,799+1467.0% | $7,447+1541.1% | $6,400+1809.5% |
| Admin fee / account holder | $7,453 | $11,568-35.6% | $10,007-25.5% | $11,425-34.8% |