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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 | $44,277 | $53,774-17.7% | $134,162-67.0% | $79,856-44.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -12.30% | 19.01%-31.3pp | 36.35%-48.6pp | 31.71%-44.0pp |
| Employer contribution / active EE | $2,485 | $1,322+88.0% | $3,705-32.9% | $2,471+0.5% |
| Participant deferral / active EE | $2,485 | $2,420+2.7% | $3,500-29.0% | $3,741-33.6% |
| Admin fee / account holder | $14,913 | $3,985+274.2% | $6,685+123.1% | $5,306+181.0% |