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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 | $101,026 | $106,864-5.5% | $147,318-31.4% | $82,637+22.3% |
| Participation rate | 77.4% | 75.5%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 4.85% | 27.49%-22.6pp | 70.43%-65.6pp | 53.51%-48.7pp |
| Employer contribution / active EE | $2,093 | $3,417-38.7% | $4,593-54.4% | $2,552-18.0% |
| Participant deferral / active EE | $6,749 | $6,496+3.9% | $7,906-14.6% | $4,126+63.6% |
| Admin fee / account holder | $9,773 | $8,415+16.1% | $13,708-28.7% | $7,339+33.2% |