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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 | $25,273 | $57,590-56.1% | $86,233-70.7% | $82,448-69.3% |
| Participation rate | 73.3% | 57.9%+15.5pp | 69.0%+4.3pp | 68.1%+5.3pp |
| Annual return | 11.75% | 22.41%-10.7pp | 61.39%-49.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $556 | $1,655-66.4% | $2,504-77.8% | $2,551-78.2% |
| Participant deferral / active EE | $2,823 | $3,080-8.3% | $4,559-38.1% | $4,139-31.8% |
| Admin fee / account holder | $14,604 | $4,730+208.7% | $8,342+75.1% | $7,234+101.9% |