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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 | $171,953 | $100,033+71.9% | $149,716+14.9% | $70,124+145.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -26.04% | 27.43%-53.5pp | 1501.67%-1527.7pp | 73.14%-99.2pp |
| Employer contribution / active EE | $16,638 | $3,661+354.4% | $5,444+205.6% | $2,342+610.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,343 | $8,285+121.4% | $11,282+62.6% | $4,645+294.9% |