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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 | $159,078 | $91,559+73.7% | $133,978+18.7% | $79,856+99.2% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 10.45% | 61.85%-51.4pp | 45.10%-34.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $13,673 | $2,384+473.6% | $3,919+248.9% | $2,471+453.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,581 | $6,321+67.4% | $8,930+18.5% | $5,306+99.4% |