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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 | $89,757 | $29,667+202.6% | $56,441+59.0% | $80,874+11.0% |
| Participation rate | 95.2% | 41.7%+53.5pp | 52.5%+42.7pp | 67.6%+27.5pp |
| Annual return | -0.12% | 35.22%-35.3pp | 1704.21%-1704.3pp | 35.62%-35.7pp |
| Employer contribution / active EE | $3,386 | $669+405.9% | $1,039+225.9% | $2,756+22.9% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $797 | $2,429-67.2% | $2,829-71.8% | $6,935-88.5% |