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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 | $50,109 | $78,690-36.3% | $161,489-69.0% | $87,485-42.7% |
| Participation rate | 93.3% | 67.5%+25.9pp | 78.7%+14.6pp | 68.9%+24.4pp |
| Annual return | 10.72% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.3pp |
| Employer contribution / active EE | $10,291 | $2,588+297.6% | $4,268+141.1% | $2,596+296.4% |
| Participant deferral / active EE | $3,637 | $3,311+9.9% | $5,630-35.4% | $4,274-14.9% |
| Admin fee / account holder | $1,256 | $6,724-81.3% | $16,006-92.2% | $7,775-83.9% |