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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 | $99,875-7.2% | $146,866-36.9% | $86,983+6.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.38% | 28.10%-15.7pp | 102.85%-90.5pp | 25.83%-13.5pp |
| Employer contribution / active EE | $11,773 | $3,224+265.1% | $4,425+166.1% | $2,584+355.5% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,138 | $7,838-8.9% | $13,620-47.6% | $7,856-9.1% |