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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 | $106,749-13.2% | $145,433-36.3% | $82,448+12.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.38% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $11,773 | $3,444+241.8% | $4,554+158.5% | $2,551+361.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,138 | $8,390-14.9% | $13,129-45.6% | $7,234-1.3% |