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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 | $55,488 | $81,870-32.2% | $119,622-53.6% | $68,486-19.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.63% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,958 | $2,692+9.9% | $4,232-30.1% | $2,597+13.9% |
| Participant deferral / active EE | $7,717 | $4,148+86.0% | $5,601+37.8% | $4,028+91.6% |
| Admin fee / account holder | $1,449 | $6,583-78.0% | $10,328-86.0% | $5,404-73.2% |