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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 | $63,329 | $70,486-10.2% | $100,535-37.0% | $79,856-20.7% |
| Participation rate | 98.8% | 73.6%+25.2pp | 79.4%+19.4pp | 69.6%+29.2pp |
| Annual return | 1.78% | 21.90%-20.1pp | 30.90%-29.1pp | 31.71%-29.9pp |
| Employer contribution / active EE | $11,912 | $2,165+450.3% | $3,419+248.4% | $2,471+382.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,177 | $4,480-73.7% | $8,085-85.4% | $5,306-77.8% |