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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 | $153,857 | $86,949+77.0% | $102,460+50.2% | $80,959+90.0% |
| Participation rate | 95.3% | 72.4%+22.9pp | 76.5%+18.8pp | 67.7%+27.6pp |
| Annual return | 9.41% | 18.89%-9.5pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $3,086 | $2,370+30.2% | $3,025+2.0% | $2,757+11.9% |
| Participant deferral / active EE | $5,904 | $4,121+43.3% | $5,056+16.8% | $4,300+37.3% |
| Admin fee / account holder | $27,674 | $8,048+243.9% | $9,460+192.5% | $6,925+299.6% |