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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 | $125,627 | $148,629-15.5% | $135,982-7.6% | $139,487-9.9% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 32.08% | 79.33%-47.3pp | 68.32%-36.2pp | 373.84%-341.8pp |
| Employer contribution / active EE | $2,250 | $5,247-57.1% | $4,859-53.7% | $4,755-52.7% |
| Participant deferral / active EE | $10,194 | $8,102+25.8% | $7,760+31.4% | $6,713+51.9% |
| Admin fee / account holder | $20,517 | $12,406+65.4% | $10,767+90.6% | $11,407+79.9% |