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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 | $34,194 | $91,179-62.5% | $178,499-80.8% | $79,852-57.2% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 9.95% | 24.19%-14.2pp | 151.10%-141.2pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,512 | $3,256-53.6% | $5,011-69.8% | $2,471-38.8% |
| Participant deferral / active EE | $2,486 | $3,236-23.2% | $5,202-52.2% | $3,740-33.5% |
| Admin fee / account holder | $2,345 | $6,749-65.2% | $13,986-83.2% | $5,306-55.8% |