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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 | $21,255 | $76,551-72.2% | $123,894-82.8% | $62,881-66.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.10% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,819 | $2,882+67.2% | $4,617+4.4% | $2,281+111.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $433 | $4,826-91.0% | $8,357-94.8% | $4,296-89.9% |