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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,216 | $131,835-55.8% | $108,582-46.4% | $273,972-78.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,075 | $5,127+18.5% | $4,311+40.9% | $5,287+14.9% |
| Admin fee / account holder | $11,001 | $10,253+7.3% | $7,645+43.9% | $10,133+8.6% |