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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 | $27,335 | $106,749-74.4% | $145,433-81.2% | $82,448-66.8% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 13.73% | 27.59%-13.9pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,073 | $3,444-68.9% | $4,554-76.5% | $2,551-58.0% |
| Participant deferral / active EE | $3,082 | $6,519-52.7% | $7,897-61.0% | $4,139-25.6% |
| Admin fee / account holder | $1,578 | $8,390-81.2% | $13,129-88.0% | $7,234-78.2% |