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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,121 | $73,988+0.2% | $96,538-23.2% | $75,177-1.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 25.29% | 26.73%-1.4pp | 35.74%-10.5pp | 160.75%-135.5pp |
| Employer contribution / active EE | $10,313 | $2,930+251.9% | $3,740+175.7% | $2,671+286.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,262 | $5,220-37.5% | $6,737-51.6% | $5,651-42.3% |