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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 | $92,817 | $81,870+13.4% | $119,622-22.4% | $68,486+35.5% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.3pp | 67.9%+30.7pp |
| Annual return | -20.56% | -23.82%+3.3pp | -14.98%-5.6pp | -7.85%-12.7pp |
| Employer contribution / active EE | $4,786 | $2,692+77.8% | $4,232+13.1% | $2,597+84.3% |
| Participant deferral / active EE | $7,990 | $4,148+92.6% | $5,601+42.7% | $4,028+98.4% |
| Admin fee / account holder | $10,774 | $6,583+63.7% | $10,328+4.3% | $5,404+99.4% |