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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 | $71,436 | $73,009-2.2% | $90,756-21.3% | $68,495+4.3% |
| Participation rate | 87.6% | 70.8%+16.8pp | 75.7%+11.9pp | 67.9%+19.7pp |
| Annual return | -21.52% | -13.81%-7.7pp | -12.16%-9.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,855 | $2,193-15.4% | $2,922-36.5% | $2,596-28.5% |
| Participant deferral / active EE | $2,693 | $3,626-25.7% | $4,565-41.0% | $4,028-33.1% |
| Admin fee / account holder | $12,510 | $5,896+112.2% | $8,445+48.1% | $5,403+131.5% |