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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 | $119,213 | $49,249+142.1% | $70,476+69.2% | $79,852+49.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.67% | 30.09%-24.4pp | 109.12%-103.5pp | 31.72%-26.1pp |
| Employer contribution / active EE | $2,799 | $2,100+33.3% | $2,738+2.2% | $2,471+13.3% |
| Participant deferral / active EE | $6,257 | $2,769+126.0% | $3,710+68.6% | $3,740+67.3% |
| Admin fee / account holder | $20,032 | $2,878+596.0% | $3,847+420.7% | $5,306+277.5% |