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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 | $54,739 | $91,525-40.2% | $130,026-57.9% | $75,181-27.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.36% | -631.40%+645.8pp | -137.26%+151.6pp | 160.69%-146.3pp |
| Employer contribution / active EE | $3,844 | $2,844+35.2% | $4,321-11.0% | $2,671+43.9% |
| Participant deferral / active EE | $8,152 | $4,342+87.7% | $5,821+40.1% | $4,126+97.6% |
| Admin fee / account holder | $18,805 | $6,778+177.4% | $10,608+77.3% | $5,650+232.8% |