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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 | $47,841 | $89,364-46.5% | $141,177-66.1% | $72,983-34.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.74% | 111.86%-105.1pp | 71.40%-64.7pp | 81.01%-74.3pp |
| Employer contribution / active EE | $3,384 | $3,115+8.6% | $4,736-28.5% | $2,440+38.7% |
| Participant deferral / active EE | $5,051 | $5,419-6.8% | $6,710-24.7% | $3,608+40.0% |
| Admin fee / account holder | $1,159 | $5,959-80.6% | $10,263-88.7% | $5,124-77.4% |