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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 | $101,364 | $49,239+105.9% | $70,462+43.9% | $79,858+26.9% |
| Participation rate | 94.7% | 69.2%+25.5pp | 75.1%+19.6pp | 69.6%+25.0pp |
| Annual return | 3.99% | 30.08%-26.1pp | 109.08%-105.1pp | 31.72%-27.7pp |
| Employer contribution / active EE | $5,196 | $2,100+147.4% | $2,737+89.8% | $2,471+110.3% |
| Participant deferral / active EE | $4,186 | $2,769+51.2% | $3,710+12.9% | $3,740+11.9% |
| Admin fee / account holder | $3,244 | $2,876+12.8% | $3,845-15.6% | $5,306-38.9% |