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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 | $138,870 | $102,661+35.3% | $151,639-8.4% | $66,938+107.5% |
| Participation rate | 95.4% | 85.5%+9.8pp | 87.5%+7.9pp | 69.8%+25.6pp |
| Annual return | -20.34% | -10.81%-9.5pp | 3.34%-23.7pp | 1.58%-21.9pp |
| Employer contribution / active EE | $3,889 | $4,184-7.1% | $6,165-36.9% | $2,545+52.8% |
| Participant deferral / active EE | $13,615 | $6,645+104.9% | $8,363+62.8% | $4,238+221.2% |
| Admin fee / account holder | $1,214 | $630+92.5% | $11,613-89.5% | $594+104.5% |