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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 | $45,088 | $165,399-72.7% | $149,745-69.9% | $158,982-71.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.58% | 348.34%-337.8pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $4,027 | $5,105-21.1% | $4,646-13.3% | $4,763-15.5% |
| Participant deferral / active EE | $8,720 | $7,183+21.4% | $6,843+27.4% | $5,983+45.7% |
| Admin fee / account holder | $7,910 | $10,811-26.8% | $9,312-15.1% | $11,252-29.7% |