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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 | $101,499-52.2% | $147,005-67.0% | $74,546-35.0% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.2pp |
| Annual return | 10.89% | 8732.34%-8721.5pp | 418.76%-407.9pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,337 | $3,811-64.9% | $4,934-72.9% | $2,624-49.1% |
| Participant deferral / active EE | $5,199 | $7,304-28.8% | $8,070-35.6% | $4,347+19.6% |
| Admin fee / account holder | $512 | $1,748-70.7% | $13,006-96.1% | $1,944-73.7% |