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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 | $106,524-13.0% | $152,301-39.1% | $87,485+5.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 12.38% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.7pp |
| Employer contribution / active EE | $11,773 | $3,371+249.2% | $4,624+154.6% | $2,596+353.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,138 | $8,287-13.9% | $14,398-50.4% | $7,775-8.2% |