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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $722,849 | $115,814+524.1% | $105,223+587.0% | - |
| Participation rate | 99.0% | 57.0%+42.0pp | 75.0%+23.9pp | - |
| Annual return | 28.15% | 16.00%+12.2pp | 180.65%-152.5pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,689-100.0% | - |
| Participant deferral / active EE | $0 | $3,710-100.0% | $5,072-100.0% | - |
| Admin fee / account holder | $9,184 | $7,174+28.0% | $8,859+3.7% | - |