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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 | $93,345+21.5% | $119,126-4.8% | $87,485+29.6% |
| Participation rate | 98.9% | 68.7%+30.1pp | 75.8%+23.1pp | 68.9%+29.9pp |
| Annual return | 2.86% | 19.08%-16.2pp | 282.11%-279.3pp | 26.06%-23.2pp |
| Employer contribution / active EE | $2,801 | $3,172-11.7% | $4,034-30.6% | $2,596+7.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,236 | $8,039-84.6% | $10,693-88.4% | $7,775-84.1% |