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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 | $97,550+28.6% | $120,344+4.2% | $87,485+43.4% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.7%+16.6pp | 68.9%+24.4pp |
| Annual return | 4.56% | 18.41%-13.8pp | 20.30%-15.7pp | 26.06%-21.5pp |
| Employer contribution / active EE | $7,625 | $2,291+232.9% | $3,020+152.5% | $2,596+193.7% |
| Participant deferral / active EE | $9,919 | $4,230+134.5% | $5,135+93.2% | $4,274+132.1% |
| Admin fee / account holder | $4,558 | $9,543-52.2% | $12,742-64.2% | $7,775-41.4% |