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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 | $96,731+17.2% | $123,973-8.5% | $86,983+30.4% |
| Participation rate | 98.9% | 70.0%+28.8pp | 76.7%+22.2pp | 69.5%+29.3pp |
| Annual return | 2.86% | 17.33%-14.5pp | 388.13%-385.3pp | 25.83%-23.0pp |
| Employer contribution / active EE | $2,801 | $3,297-15.0% | $4,126-32.1% | $2,584+8.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,236 | $8,722-85.8% | $11,799-89.5% | $7,856-84.3% |