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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 | $92,684 | $107,421-13.7% | $182,262-49.1% | $94,015-1.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 12.38% | 21.32%-8.9pp | 140.60%-128.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $11,773 | $3,448+241.5% | $5,046+133.3% | $2,790+322.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,138 | $8,692-17.9% | $16,712-57.3% | $8,951-20.3% |