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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 | $202,795 | $91,167+122.4% | $178,498+13.6% | $79,858+153.9% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 3.37% | 24.19%-20.8pp | 151.09%-147.7pp | 31.72%-28.3pp |
| Employer contribution / active EE | $7,744 | $3,255+137.9% | $5,011+54.5% | $2,471+213.4% |
| Participant deferral / active EE | $4,643 | $3,236+43.5% | $5,202-10.7% | $3,740+24.1% |
| Admin fee / account holder | $929 | $6,747-86.2% | $13,985-93.4% | $5,306-82.5% |