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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 | $30,396 | $77,905-61.0% | $149,682-79.7% | $75,173-59.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.23% | 31.72%-25.5pp | 134.35%-128.1pp | 160.65%-154.4pp |
| Employer contribution / active EE | $1,612 | $3,138-48.6% | $4,818-66.5% | $2,670-39.6% |
| Participant deferral / active EE | $2,626 | $3,411-23.0% | $5,681-53.8% | $4,126-36.4% |
| Admin fee / account holder | $1,276 | $5,957-78.6% | $13,210-90.3% | $5,651-77.4% |