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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 | $45,984 | $45,050+2.1% | $63,018-27.0% | $70,126-34.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.90% | 18.76%-7.9pp | 87.62%-76.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $4,675 | $2,052+127.8% | $2,761+69.3% | $2,343+99.6% |
| Participant deferral / active EE | $2,338 | $2,466-5.2% | $3,330-29.8% | $3,332-29.8% |
| Admin fee / account holder | $2,559 | $2,834-9.7% | $3,601-28.9% | $4,645-44.9% |