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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 | $122,297 | $82,879+47.6% | $96,576+26.6% | $67,986+79.9% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.4%+0.9pp | 57.2%+25.1pp |
| Annual return | 14.58% | 36.90%-22.3pp | 38.47%-23.9pp | 31.67%-17.1pp |
| Employer contribution / active EE | $2,489 | $2,727-8.7% | $3,553-29.9% | $2,019+23.3% |
| Participant deferral / active EE | $6,632 | $6,976-4.9% | $7,956-16.6% | $3,358+97.5% |
| Admin fee / account holder | $15,876 | $2,783+470.4% | $11,381+39.5% | $3,203+395.6% |