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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 | $54,742 | $60,119-8.9% | $90,430-39.5% | $79,858-31.5% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.7pp |
| Annual return | 7.39% | 71.94%-64.5pp | 1293.73%-1286.3pp | 31.72%-24.3pp |
| Employer contribution / active EE | $4,415 | $2,068+113.5% | $3,262+35.4% | $2,471+78.7% |
| Participant deferral / active EE | $3,448 | $2,938+17.3% | $3,963-13.0% | $3,740-7.8% |
| Admin fee / account holder | $3,251 | $3,976-18.2% | $5,613-42.1% | $5,306-38.7% |