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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 | $125,445 | $95,453+31.4% | $112,040+12.0% | $82,448+52.2% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 4.56% | 23.92%-19.4pp | 24.52%-20.0pp | 41.64%-37.1pp |
| Employer contribution / active EE | $7,625 | $2,318+229.0% | $2,954+158.1% | $2,551+198.9% |
| Participant deferral / active EE | $9,919 | $4,224+134.8% | $5,098+94.6% | $4,139+139.6% |
| Admin fee / account holder | $4,558 | $9,013-49.4% | $12,098-62.3% | $7,234-37.0% |