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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 | $29,916 | $45,082-33.6% | $69,464-56.9% | $72,975-59.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.35% | 22.66%-4.3pp | 28.98%-10.6pp | 81.01%-62.7pp |
| Employer contribution / active EE | $3,475 | $2,055+69.1% | $2,779+25.0% | $2,440+42.4% |
| Participant deferral / active EE | $1,921 | $2,604-26.2% | $3,536-45.7% | $3,608-46.7% |
| Admin fee / account holder | $1,528 | $3,057-50.0% | $3,840-60.2% | $5,124-70.2% |