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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 | $180,954 | $98,776+83.2% | $149,745+20.8% | $79,856+126.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.47% | 27.38%-15.9pp | 276.72%-265.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,497 | $3,217+39.8% | $4,646-3.2% | $2,471+82.0% |
| Participant deferral / active EE | $6,409 | $5,681+12.8% | $6,843-6.3% | $3,741+71.3% |
| Admin fee / account holder | $13,481 | $6,053+122.7% | $9,312+44.8% | $5,306+154.0% |