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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 | $138,114-32.9% | $125,391-26.1% | $134,545-31.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -7.82% | 750.88%-758.7pp | 572.41%-580.2pp | 418.37%-426.2pp |
| Employer contribution / active EE | $74,470 | $5,246+1319.6% | $4,816+1446.4% | $4,742+1470.6% |
| Participant deferral / active EE | $122,209 | $7,801+1466.6% | $7,448+1540.8% | $6,401+1809.1% |
| Admin fee / account holder | $7,453 | $11,570-35.6% | $10,009-25.5% | $11,431-34.8% |