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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,394 | $105,200+91.4% | $159,474+26.3% | $85,847+134.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 69.06% | 45.08%+24.0pp | 263.68%-194.6pp | 318.61%-249.5pp |
| Employer contribution / active EE | $6,598 | $3,319+98.8% | $4,831+36.6% | $2,565+157.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,557 | $6,934-63.1% | $10,802-76.3% | $6,261-59.2% |