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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 | $85,834 | $46,877+83.1% | $122,354-29.8% | $70,126+22.4% |
| Participation rate | 96.3% | 58.2%+38.0pp | 71.6%+24.6pp | 69.5%+26.7pp |
| Annual return | 11.94% | 24.22%-12.3pp | 30.28%-18.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $3,460 | $1,288+168.5% | $4,051-14.6% | $2,343+47.7% |
| Participant deferral / active EE | $2,076 | $2,167-4.2% | $3,287-36.9% | $3,332-37.7% |
| Admin fee / account holder | $3,419 | $3,324+2.9% | $5,479-37.6% | $4,645-26.4% |