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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 | $189,376 | $106,524+77.8% | $152,301+24.3% | $87,485+116.5% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.4%+8.9pp | 68.9%+22.5pp |
| Annual return | 10.23% | 26.89%-16.7pp | 80.50%-70.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $3,826 | $3,371+13.5% | $4,624-17.3% | $2,596+47.4% |
| Participant deferral / active EE | $8,836 | $6,525+35.4% | $8,004+10.4% | $4,274+106.8% |
| Admin fee / account holder | $11,040 | $8,287+33.2% | $14,398-23.3% | $7,775+42.0% |