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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 | $49,342 | $48,364+2.0% | $71,796-31.3% | $62,881-21.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.28% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,049 | $1,042+96.7% | $1,924+6.5% | $2,281-10.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,759 | $3,771+79.2% | $4,815+40.4% | $4,296+57.3% |