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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 | $53,139 | $85,766-38.0% | $136,298-61.0% | $70,126-24.2% |
| Participation rate | 81.7% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 13.83% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,578 | $2,966-13.1% | $4,696-45.1% | $2,343+10.1% |
| Participant deferral / active EE | $3,790 | $5,051-25.0% | $6,247-39.3% | $3,332+13.7% |
| Admin fee / account holder | $7,086 | $5,421+30.7% | $9,244-23.3% | $4,645+52.5% |