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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 | $16,750 | $149,040-88.8% | $120,225-86.1% | $137,256-87.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.84% | 605.68%-587.8pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $53,681 | $4,350+1134.0% | $3,475+1444.6% | $4,156+1191.6% |
| Participant deferral / active EE | $86,144 | $4,655+1750.7% | $3,999+2054.3% | $6,407+1244.6% |
| Admin fee / account holder | $474 | $6,348-92.5% | $5,696-91.7% | $12,270-96.1% |