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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 | $106,524-31.4% | $152,301-52.1% | $87,485-16.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 46.74% | 26.89%+19.8pp | 80.50%-33.8pp | 26.06%+20.7pp |
| Employer contribution / active EE | $7,299 | $3,371+116.5% | $4,624+57.8% | $2,596+181.1% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $278,777 | $8,287+3264.2% | $14,398+1836.2% | $7,775+3485.7% |