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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 | $80,332+19.7% | $107,187-10.3% | $64,097+50.1% |
| Participation rate | 84.9% | 54.4%+30.5pp | 75.0%+9.9pp | 55.2%+29.7pp |
| Annual return | 10.44% | 24.26%-13.8pp | 204.55%-194.1pp | 34.64%-24.2pp |
| Employer contribution / active EE | $1,367 | $2,501-45.3% | $3,782-63.8% | $1,891-27.7% |
| Participant deferral / active EE | $2,757 | $3,109-11.3% | $5,096-45.9% | $3,080-10.5% |
| Admin fee / account holder | $24,912 | $4,314+477.4% | $9,162+171.9% | $3,454+621.2% |