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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 | $60,168 | $71,523-15.9% | $98,461-38.9% | $71,511-15.9% |
| Participation rate | 83.0% | 72.7%+10.3pp | 75.2%+7.8pp | 67.9%+15.1pp |
| Annual return | 11.11% | 32.43%-21.3pp | 21.17%-10.1pp | 28.86%-17.7pp |
| Employer contribution / active EE | $747 | $2,399-68.9% | $3,049-75.5% | $2,589-71.2% |
| Participant deferral / active EE | $2,559 | $4,109-37.7% | $4,738-46.0% | $4,291-40.4% |
| Admin fee / account holder | $2,443 | $1,676+45.8% | $8,961-72.7% | $1,588+53.8% |