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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 | $41,898 | $81,358-48.5% | $155,556-73.1% | $80,959-48.2% |
| Participation rate | 95.3% | 66.3%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 8.04% | 33.39%-25.3pp | 64.84%-56.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $2,037 | $3,106-34.4% | $4,675-56.4% | $2,757-26.1% |
| Participant deferral / active EE | $2,325 | $3,455-32.7% | $5,631-58.7% | $4,300-45.9% |
| Admin fee / account holder | $3,870 | $7,994-51.6% | $15,885-75.6% | $6,925-44.1% |