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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 | $120,416 | $60,139+100.2% | $90,461+33.1% | $79,856+50.8% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | 4.94% | 71.96%-67.0pp | 1294.76%-1289.8pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,933 | $2,069-6.5% | $3,264-40.8% | $2,471-21.8% |
| Participant deferral / active EE | $4,027 | $2,939+37.0% | $3,964+1.6% | $3,741+7.7% |
| Admin fee / account holder | $6,405 | $3,978+61.0% | $5,617+14.0% | $5,306+20.7% |