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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 | $48,474 | $101,672-52.3% | $147,117-67.1% | $74,478-34.9% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 10.89% | 8757.83%-8746.9pp | 420.54%-409.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,337 | $3,813-64.9% | $4,932-72.9% | $2,626-49.1% |
| Participant deferral / active EE | $5,199 | $7,305-28.8% | $8,065-35.5% | $4,350+19.5% |
| Admin fee / account holder | $512 | $1,753-70.8% | $12,993-96.1% | $1,946-73.7% |