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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 | $79,965 | $94,436-15.3% | $115,599-30.8% | $82,637-3.2% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.3%+21.9pp | 68.1%+28.1pp |
| Annual return | 11.96% | 18.37%-6.4pp | 111.10%-99.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $2,234 | $2,324-3.9% | $2,955-24.4% | $2,552-12.5% |
| Participant deferral / active EE | $4,638 | $3,955+17.3% | $4,889-5.1% | $4,126+12.4% |
| Admin fee / account holder | $28,423 | $10,328+175.2% | $12,841+121.4% | $7,339+287.3% |