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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 | $113,174 | $77,908+45.3% | $149,696-24.4% | $75,173+50.6% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 14.22% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $8,839 | $3,138+181.7% | $4,821+83.4% | $2,671+230.9% |
| Participant deferral / active EE | $4,653 | $3,411+36.4% | $5,682-18.1% | $4,126+12.8% |
| Admin fee / account holder | $8,920 | $5,950+49.9% | $13,212-32.5% | $5,651+57.9% |