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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 | $26,272 | $76,407-65.6% | $150,298-82.5% | $82,448-68.1% |
| Participation rate | 75.3% | 66.4%+8.9pp | 77.8%-2.4pp | 68.1%+7.3pp |
| Annual return | 12.87% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,675 | $2,614-35.9% | $4,154-59.7% | $2,551-34.3% |
| Participant deferral / active EE | $5,135 | $3,214+59.7% | $5,453-5.8% | $4,139+24.0% |
| Admin fee / account holder | $375 | $6,352-94.1% | $14,116-97.3% | $7,234-94.8% |