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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 | $106,864-31.7% | $147,318-50.4% | $82,637-11.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 46.74% | 27.49%+19.2pp | 70.43%-23.7pp | 53.51%-6.8pp |
| Employer contribution / active EE | $7,299 | $3,417+113.6% | $4,593+58.9% | $2,552+186.0% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $278,777 | $8,415+3212.9% | $13,708+1933.7% | $7,339+3698.7% |