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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 | $105,384 | $101,672+3.7% | $147,117-28.4% | $74,478+41.5% |
| Participation rate | 75.9% | 75.5%+0.3pp | 82.2%-6.3pp | 67.2%+8.7pp |
| Annual return | 12.76% | 8757.83%-8745.1pp | 420.54%-407.8pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $4,763 | $3,813+24.9% | $4,932-3.4% | $2,626+81.4% |
| Participant deferral / active EE | $9,980 | $7,305+36.6% | $8,065+23.7% | $4,350+129.4% |
| Admin fee / account holder | $9,312 | $1,753+431.2% | $12,993-28.3% | $1,946+378.6% |