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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 | $159,449 | $88,672+79.8% | $105,223+51.5% | $82,448+93.4% |
| Participation rate | 95.4% | 67.9%+27.5pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 12.21% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $17,367 | $3,048+469.8% | $3,689+370.8% | $2,551+580.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,746 | $7,146-33.6% | $8,859-46.4% | $7,234-34.4% |