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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 | $106,749-31.6% | $145,433-49.8% | $82,448-11.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 46.74% | 27.59%+19.1pp | 66.58%-19.8pp | 41.64%+5.1pp |
| Employer contribution / active EE | $7,299 | $3,444+111.9% | $4,554+60.3% | $2,551+186.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $278,777 | $8,390+3222.8% | $13,129+2023.4% | $7,234+3753.5% |