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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 | $53,714 | $106,749-49.7% | $145,433-63.1% | $82,448-34.9% |
| Participation rate | 93.6% | 75.6%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 11.50% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,286 | $6,519-18.9% | $7,897-33.1% | $4,139+27.7% |
| Admin fee / account holder | $2,979 | $8,390-64.5% | $13,129-77.3% | $7,234-58.8% |