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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 | $80,060 | $85,766-6.7% | $136,298-41.3% | $70,126+14.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.19% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $3,654 | $2,966+23.2% | $4,696-22.2% | $2,343+56.0% |
| Participant deferral / active EE | $8,647 | $5,051+71.2% | $6,247+38.4% | $3,332+159.5% |
| Admin fee / account holder | $4,358 | $5,421-19.6% | $9,244-52.9% | $4,645-6.2% |