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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 | $25,673 | $77,901-67.0% | $149,717-82.9% | $75,181-65.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.83% | 31.73%-23.9pp | 134.41%-126.6pp | 160.69%-152.9pp |
| Employer contribution / active EE | $2,356 | $3,137-24.9% | $4,820-51.1% | $2,671-11.8% |
| Participant deferral / active EE | $5,455 | $3,411+59.9% | $5,682-4.0% | $4,126+32.2% |
| Admin fee / account holder | $1,627 | $5,949-72.6% | $13,213-87.7% | $5,650-71.2% |