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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 | $49,704 | $85,515-41.9% | $112,040-55.6% | $67,986-26.9% |
| Participation rate | 95.1% | 68.2%+26.9pp | 76.5%+18.6pp | 57.2%+37.9pp |
| Annual return | 11.66% | 29.68%-18.0pp | 24.52%-12.9pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,961 | $2,191-10.5% | $2,954-33.6% | $2,019-2.9% |
| Participant deferral / active EE | $2,534 | $4,014-36.9% | $5,098-50.3% | $3,358-24.6% |
| Admin fee / account holder | $2,941 | $3,774-22.1% | $12,098-75.7% | $3,203-8.2% |