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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 | $17,723 | $27,632-35.9% | $61,452-71.2% | $68,486-74.1% |
| Participation rate | 92.3% | 39.5%+52.8pp | 52.6%+39.7pp | 67.9%+24.4pp |
| Annual return | -12.10% | -13.24%+1.1pp | 338.96%-351.1pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $520 | $2,010-74.1% | $2,131-75.6% | $5,404-90.4% |