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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 | $20,584 | $58,627-64.9% | $76,735-73.2% | $82,448-75.0% |
| Participation rate | 95.9% | 63.2%+32.7pp | 69.5%+26.4pp | 68.1%+27.9pp |
| Annual return | 11.20% | 39.10%-27.9pp | 29.77%-18.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $699 | $1,729-59.6% | $2,454-71.5% | $2,551-72.6% |
| Participant deferral / active EE | $4,985 | $3,134+59.1% | $4,088+21.9% | $4,139+20.4% |
| Admin fee / account holder | $8,239 | $5,323+54.8% | $7,189+14.6% | $7,234+13.9% |