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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 | $100,318 | $78,015+28.6% | $178,505-43.8% | $80,959+23.9% |
| Participation rate | 98.6% | 65.7%+33.0pp | 77.1%+21.5pp | 67.7%+31.0pp |
| Annual return | 7.58% | 18.10%-10.5pp | 27.16%-19.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $2,913 | $2,281+27.7% | $3,955-26.4% | $2,757+5.6% |
| Participant deferral / active EE | $6,516 | $4,406+47.9% | $6,280+3.8% | $4,300+51.5% |
| Admin fee / account holder | $16,874 | $7,160+135.7% | $10,428+61.8% | $6,925+143.7% |