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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 | $29,733+201.9% | $56,025+60.2% | $80,959+10.9% |
| Participation rate | 95.2% | 41.7%+53.5pp | 52.5%+42.7pp | 67.7%+27.5pp |
| Annual return | -0.12% | 35.28%-35.4pp | 1712.69%-1712.8pp | 35.67%-35.8pp |
| Employer contribution / active EE | $3,386 | $672+404.1% | $1,042+225.1% | $2,757+22.8% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $797 | $2,434-67.2% | $2,828-71.8% | $6,925-88.5% |