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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,088 | $56,544+229.1% | $75,501+146.5% | $70,124+165.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -3.25% | 23.59%-26.8pp | 27.35%-30.6pp | 73.14%-76.4pp |
| Employer contribution / active EE | $11,904 | $1,817+555.3% | $2,352+406.2% | $2,342+408.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,982 | $3,827-22.1% | $5,801-48.6% | $4,645-35.8% |