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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 | $113,398 | $88,672+27.9% | $105,223+7.8% | $82,448+37.5% |
| Participation rate | 98.9% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.8pp |
| Annual return | 2.86% | 30.86%-28.0pp | 180.65%-177.8pp | 41.64%-38.8pp |
| Employer contribution / active EE | $2,801 | $3,048-8.1% | $3,689-24.1% | $2,551+9.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,236 | $7,146-82.7% | $8,859-86.0% | $7,234-82.9% |