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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 | $92,904 | $55,902+66.2% | $76,030+22.2% | $80,959+14.8% |
| Participation rate | 79.6% | 62.1%+17.5pp | 69.1%+10.5pp | 67.7%+11.9pp |
| Annual return | 9.43% | 20.59%-11.2pp | 361.54%-352.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $964 | $1,867-48.3% | $2,688-64.1% | $2,757-65.0% |
| Participant deferral / active EE | $5,130 | $3,051+68.2% | $4,257+20.5% | $4,300+19.3% |
| Admin fee / account holder | $15,637 | $5,239+198.5% | $6,421+143.5% | $6,925+125.8% |