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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 | $104,098+20.5% | $140,514-10.7% | $94,015+33.4% |
| Participation rate | 93.3% | 73.7%+19.6pp | 77.8%+15.5pp | 70.8%+22.5pp |
| Annual return | 4.56% | 15.14%-10.6pp | 14.36%-9.8pp | 17.84%-13.3pp |
| Employer contribution / active EE | $7,625 | $2,388+219.3% | $3,378+125.7% | $2,790+173.3% |
| Participant deferral / active EE | $9,919 | $4,033+145.9% | $4,919+101.7% | $4,249+133.4% |
| Admin fee / account holder | $4,558 | $10,439-56.3% | $13,697-66.7% | $8,951-49.1% |