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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 | $116,448 | $60,989+90.9% | $60,906+91.2% | $66,938+74.0% |
| Participation rate | 89.0% | 74.5%+14.5pp | 73.1%+15.9pp | 69.8%+19.2pp |
| Annual return | -20.25% | -9.60%-10.7pp | 16.94%-37.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $2,421 | $2,661-9.0% | $2,703-10.4% | $2,545-4.9% |
| Participant deferral / active EE | $6,104 | $3,615+68.9% | $3,814+60.1% | $4,238+44.0% |
| Admin fee / account holder | $5,538 | $338+1536.3% | $3,227+71.6% | $594+833.2% |