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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 | $36,396 | $77,449-53.0% | $69,483-47.6% | $152,909-76.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 14.16% | 39.09%-24.9pp | 28.99%-14.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $1,341 | $3,316-59.6% | $2,780-51.7% | $4,764-71.8% |
| Participant deferral / active EE | $1,341 | $4,415-69.6% | $3,537-62.1% | $5,851-77.1% |
| Admin fee / account holder | $4,414 | $6,210-28.9% | $3,841+14.9% | $11,601-62.0% |