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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 | $20,821 | $85,171-75.6% | $172,753-87.9% | $72,976-71.5% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 7.09% | 27.32%-20.2pp | 803.00%-795.9pp | 81.02%-73.9pp |
| Employer contribution / active EE | $870 | $3,324-73.8% | $5,144-83.1% | $2,440-64.3% |
| Participant deferral / active EE | $2,945 | $3,260-9.7% | $5,198-43.3% | $3,608-18.4% |
| Admin fee / account holder | $1,830 | $5,880-68.9% | $13,956-86.9% | $5,124-64.3% |