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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 | $63,773-70.1% | $81,286-76.6% | $80,925-76.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 7.75% | 16.37%-8.6pp | 24.80%-17.0pp | 35.65%-27.9pp |
| Employer contribution / active EE | $2,974 | $1,979+50.3% | $2,463+20.8% | $2,756+7.9% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $598 | $5,682-89.5% | $5,764-89.6% | $6,940-91.4% |