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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 | $46,740 | $86,050-45.7% | $189,758-75.4% | $94,015-50.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 8.43% | 17.77%-9.3pp | 52.62%-44.2pp | 17.84%-9.4pp |
| Employer contribution / active EE | $2,912 | $2,819+3.3% | $4,767-38.9% | $2,790+4.4% |
| Participant deferral / active EE | $2,136 | $3,349-36.2% | $5,856-63.5% | $4,249-49.7% |
| Admin fee / account holder | $2,525 | $6,627-61.9% | $20,388-87.6% | $8,951-71.8% |