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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 | $19,061 | $64,517-70.5% | $81,438-76.6% | $80,874-76.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 7.75% | 16.35%-8.6pp | 24.74%-17.0pp | 35.62%-27.9pp |
| Employer contribution / active EE | $2,974 | $1,982+50.1% | $2,460+20.9% | $2,756+7.9% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $598 | $5,677-89.5% | $5,764-89.6% | $6,935-91.4% |