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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,827 | $51,638+70.1% | $129,406-32.1% | $80,959+8.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 39.41% | 20.78%+18.6pp | 9468.18%-9428.8pp | 35.67%+3.7pp |
| Employer contribution / active EE | $8,704 | $1,584+449.6% | $4,155+109.5% | $2,757+215.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,673 | $4,313-14.8% | $7,689-52.2% | $6,925-47.0% |