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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 | $91,062 | $77,472+17.5% | $100,392-9.3% | $80,935+12.5% |
| Participation rate | 89.4% | 76.9%+12.5pp | 81.5%+7.9pp | 67.7%+21.8pp |
| Annual return | 12.18% | 37.26%-25.1pp | 49.45%-37.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $3,361 | $2,800+20.0% | $3,941-14.7% | $2,757+21.9% |
| Participant deferral / active EE | $4,320 | $6,818-36.6% | $8,090-46.6% | $4,299+0.5% |
| Admin fee / account holder | $2,637 | $5,885-55.2% | $7,904-66.6% | $6,924-61.9% |