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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 | $37,677 | $76,634-50.8% | $56,054-32.8% | $145,978-74.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.57% | 3004.33%-2993.8pp | 1705.95%-1695.4pp | 550.52%-539.9pp |
| Employer contribution / active EE | $15,827 | $1,380+1046.7% | $1,039+1423.3% | $4,662+239.5% |
| Participant deferral / active EE | $13,854 | $2,622+428.3% | $1,952+609.6% | $6,690+107.1% |
| Admin fee / account holder | $1,502 | $3,321-54.8% | $2,822-46.8% | $13,400-88.8% |