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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 | $56,573 | $99,994-43.4% | $146,647-61.4% | $85,851-34.1% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 6.34% | 18.93%-12.6pp | 22.75%-16.4pp | 318.63%-312.3pp |
| Employer contribution / active EE | $9,930 | $2,559+288.0% | $4,137+140.0% | $2,565+287.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,306 | $7,703-31.1% | $10,281-48.4% | $6,261-15.2% |