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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 | $96,180 | $83,369+15.4% | $105,223-8.6% | $67,986+41.5% |
| Participation rate | 84.9% | 56.3%+28.6pp | 75.0%+9.8pp | 57.2%+27.7pp |
| Annual return | 10.44% | 24.64%-14.2pp | 180.65%-170.2pp | 31.67%-21.2pp |
| Employer contribution / active EE | $1,367 | $2,541-46.2% | $3,689-62.9% | $2,019-32.3% |
| Participant deferral / active EE | $2,757 | $3,295-16.3% | $5,072-45.6% | $3,358-17.9% |
| Admin fee / account holder | $24,912 | $4,073+511.7% | $8,859+181.2% | $3,203+677.7% |