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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 | $38,075 | $77,638-51.0% | $156,551-75.7% | $62,881-39.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.30% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,633 | $3,444-52.6% | $5,501-70.3% | $2,281-28.4% |
| Participant deferral / active EE | $2,584 | $3,046-15.1% | $4,871-46.9% | $3,203-19.3% |
| Admin fee / account holder | $3,371 | $5,561-39.4% | $13,028-74.1% | $4,296-21.5% |