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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 | $194,269 | $85,766+126.5% | $136,298+42.5% | $70,126+177.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.74% | 31.46%-23.7pp | 5156.27%-5148.5pp | 73.15%-65.4pp |
| Employer contribution / active EE | $8,900 | $2,966+200.1% | $4,696+89.5% | $2,343+279.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,785 | $5,421-48.6% | $9,244-69.9% | $4,645-40.1% |