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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 | $75,689 | $81,870-7.5% | $119,634-36.7% | $68,490+10.5% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+14.9pp | 67.9%+26.3pp |
| Annual return | -19.05% | -23.82%+4.8pp | -14.98%-4.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $4,253 | $2,692+58.0% | $4,232+0.5% | $2,597+63.8% |
| Participant deferral / active EE | $8,352 | $4,148+101.3% | $5,601+49.1% | $4,028+107.4% |
| Admin fee / account holder | $10,913 | $6,583+65.8% | $10,329+5.7% | $5,403+102.0% |