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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,028 | $107,421-32.0% | $182,262-59.9% | $94,015-22.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 46.74% | 21.32%+25.4pp | 140.60%-93.9pp | 17.84%+28.9pp |
| Employer contribution / active EE | $7,299 | $3,448+111.7% | $5,046+44.7% | $2,790+161.6% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $278,777 | $8,692+3107.3% | $16,712+1568.1% | $8,951+3014.4% |