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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,507 | $51,283+51.1% | $95,740-19.0% | $71,511+8.4% |
| Participation rate | 95.2% | 63.1%+32.1pp | 72.3%+22.9pp | 67.9%+27.3pp |
| Annual return | 7.54% | 25.25%-17.7pp | 28.41%-20.9pp | 28.86%-21.3pp |
| Employer contribution / active EE | $8,331 | $1,817+358.4% | $2,836+193.8% | $2,589+221.8% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3,969 | $1,135+249.7% | $5,676-30.1% | $1,588+149.9% |