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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 | $61,728 | $86,341-28.5% | $125,195-50.7% | $65,186-5.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 8.51% | 27.44%-18.9pp | 43.79%-35.3pp | 29.39%-20.9pp |
| Employer contribution / active EE | $4,412 | $2,040+116.3% | $3,866+14.1% | $2,177+102.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2,683 | $609+340.3% | $9,704-72.4% | $847+216.7% |