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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 | $77,659 | $64,359+20.7% | $90,161-13.9% | $70,126+10.7% |
| Participation rate | 89.5% | 70.4%+19.1pp | 76.9%+12.7pp | 69.5%+20.0pp |
| Annual return | 13.67% | 28.13%-14.5pp | 34.89%-21.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $4,701 | $2,046+129.8% | $3,318+41.7% | $2,343+100.7% |
| Participant deferral / active EE | $7,089 | $4,389+61.5% | $5,287+34.1% | $3,332+112.8% |
| Admin fee / account holder | $497 | $3,945-87.4% | $5,943-91.6% | $4,645-89.3% |