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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 | $55,402 | $34,308+61.5% | $74,713-25.8% | $72,986-24.1% |
| Participation rate | 90.9% | 42.4%+48.5pp | 54.5%+36.5pp | 69.5%+21.4pp |
| Annual return | 4.54% | 26.58%-22.0pp | 752.99%-748.4pp | 81.01%-76.5pp |
| Employer contribution / active EE | $1,704 | $692+146.4% | $1,084+57.3% | $2,440-30.1% |
| Participant deferral / active EE | $1,613 | $1,271+26.9% | $1,964-17.8% | $3,607-55.3% |
| Admin fee / account holder | $366 | $2,124-82.8% | $3,334-89.0% | $5,124-92.9% |