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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 | $92,543 | $86,288+7.2% | $111,306-16.9% | $85,851+7.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -9.63% | 19.99%-29.6pp | 54.67%-64.3pp | 318.63%-328.3pp |
| Employer contribution / active EE | $19,541 | $2,044+856.2% | $2,732+615.3% | $2,565+661.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,305 | $8,189-10.8% | $7,966-8.3% | $6,261+16.7% |