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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 | $84,287 | $45,082+87.0% | $69,464+21.3% | $72,975+15.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.26% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.8pp |
| Employer contribution / active EE | $6,823 | $2,055+232.0% | $2,779+145.5% | $2,440+179.6% |
| Participant deferral / active EE | $3,154 | $2,604+21.1% | $3,536-10.8% | $3,608-12.6% |
| Admin fee / account holder | $3,541 | $3,057+15.8% | $3,840-7.8% | $5,124-30.9% |