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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 | $28,271 | $41,377-31.7% | $109,313-74.1% | $62,881-55.0% |
| Participation rate | 96.3% | 57.5%+38.8pp | 71.3%+25.0pp | 69.3%+27.0pp |
| Annual return | 10.28% | 11.05%-0.8pp | 22.07%-11.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,138 | $2,884+147.5% | $5,666+26.0% | $4,296+66.2% |