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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 | $31,859 | $54,541-41.6% | $78,778-59.6% | $70,126-54.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.27% | 21.07%-10.8pp | 35.62%-25.3pp | 73.15%-62.9pp |
| Employer contribution / active EE | $4,167 | $1,089+282.8% | $1,986+109.8% | $2,343+77.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $412 | $3,709-88.9% | $5,134-92.0% | $4,645-91.1% |