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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 | $112,860 | $68,398+65.0% | $94,664+19.2% | $75,173+50.1% |
| Participation rate | 93.9% | 76.1%+17.8pp | 80.8%+13.1pp | 67.2%+26.7pp |
| Annual return | 13.78% | 616.72%-602.9pp | 156.84%-143.1pp | 160.72%-146.9pp |
| Employer contribution / active EE | $4,904 | $2,701+81.6% | $3,673+33.5% | $2,671+83.6% |
| Participant deferral / active EE | $6,040 | $6,537-7.6% | $7,417-18.6% | $4,126+46.4% |
| Admin fee / account holder | $20,279 | $5,324+280.9% | $7,222+180.8% | $5,651+258.9% |