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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 | $169,745 | $95,453+77.8% | $112,040+51.5% | $82,448+105.9% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 11.30% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $4,692 | $2,318+102.5% | $2,954+58.9% | $2,551+83.9% |
| Participant deferral / active EE | $2,327 | $4,224-44.9% | $5,098-54.3% | $4,139-43.8% |
| Admin fee / account holder | $16,640 | $9,013+84.6% | $12,098+37.5% | $7,234+130.0% |