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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 | $60,139-9.0% | $90,461-39.5% | $79,856-31.4% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.7pp |
| Annual return | 7.39% | 71.96%-64.6pp | 1294.76%-1287.4pp | 31.71%-24.3pp |
| Employer contribution / active EE | $4,415 | $2,069+113.4% | $3,264+35.3% | $2,471+78.7% |
| Participant deferral / active EE | $3,448 | $2,939+17.3% | $3,964-13.0% | $3,741-7.8% |
| Admin fee / account holder | $3,251 | $3,978-18.3% | $5,617-42.1% | $5,306-38.7% |